Venturi Wealth Management’s Kimbell Royalty Partners KRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-44,100
Closed -$617K 581
2025
Q1
$617K Buy
44,100
+12,500
+40% +$175K 0.03% 289
2024
Q4
$513K Buy
31,600
+2,100
+7% +$34.1K 0.03% 328
2024
Q3
$475K Buy
29,500
+600
+2% +$9.65K 0.02% 303
2024
Q2
$473K Buy
28,900
+3,100
+12% +$50.7K 0.03% 288
2024
Q1
$400K Buy
25,800
+24,800
+2,480% +$385K 0.03% 285
2023
Q4
$15.1K Buy
+1,000
New +$15.1K ﹤0.01% 775