Venturi Wealth Management’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-399
| Closed | -$25.9K | – | 1577 |
|
|
2024
Q4 | $25.9K | Hold |
399
| – | – | ﹤0.01% | 1204 |
|
|
2024
Q3 | $24.6K | Hold |
399
| – | – | ﹤0.01% | 960 |
|
|
2024
Q2 | $25.8K | Hold |
399
| – | – | ﹤0.01% | 871 |
|
|
2024
Q1 | $25.4K | Hold |
399
| – | – | ﹤0.01% | 666 |
|
|
2023
Q4 | $27.1K | Hold |
399
| – | – | ﹤0.01% | 622 |
|
|
2023
Q3 | $26.3K | Hold |
399
| – | – | ﹤0.01% | 563 |
|
|
2023
Q2 | $26.3K | Hold |
399
| – | – | ﹤0.01% | 507 |
|
|
2023
Q1 | $28.7K | Buy |
+399
| New | +$28.7K | ﹤0.01% | 540 |
|