Concurrent Investment Advisors, LLC SITIO ROYALTIES CORP Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
15,856
Previous 15,861 0.03%
Holding current value
$291 Million
Previous $315 Million 7.53%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-5 Reduced 0.03%
15,856 $291 Million
Q1 2025

Apr 29, 2025
SELL
N/A
-207 Reduced 1.29%
15,861 $315 Million
Q4 2024

Feb 03, 2025
BUY
N/A
16,068 New
16,068 $308 Million
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