Stratos Wealth Partners’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
20,270
+9,620
| +90% | +$120K | ﹤0.01% | 1213 |
|
|
2025
Q1 | $106K | Sell |
10,650
-286
| -3% | -$2.84K | ﹤0.01% | 1318 |
|
|
2024
Q4 | $121K | Buy |
+10,936
| New | +$121K | ﹤0.01% | 1388 |
|
|
2023
Q4 | – | Sell |
-9,478
| Closed | -$201K | – | 1413 |
|
|
2023
Q3 | $201K | Sell |
9,478
-714
| -7% | -$15.2K | ﹤0.01% | 1176 |
|
|
2023
Q2 | $254K | Sell |
10,192
-581
| -5% | -$14.5K | 0.01% | 1014 |
|
|
2023
Q1 | $263K | Buy |
+10,773
| New | +$263K | 0.01% | 925 |
|