Synergy Asset Management’s OR Royalties Inc OR Stock Holding History

Synergy Asset Management’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.61M	Buy
2025 Q2	$453K	Buy
2025 Q1	$301K	Buy
2021 Q3	–	Sell
2021 Q2	$193K	Buy