CIA
Concurrent Investment Advisors’s Diamondback Energy FANG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Sell |
5,283
-1,812
| -26% | -$249K | 0.01% | 705 |
|
|
2025
Q1 | $1.13M | Sell |
7,095
-187
| -3% | -$29.9K | 0.03% | 508 |
|
|
2024
Q4 | $1.19M | Buy |
7,282
+1,962
| +37% | +$321K | 0.03% | 444 |
|
|
2024
Q3 | $917K | Buy |
5,320
+2,170
| +69% | +$374K | 0.03% | 482 |
|
|
2024
Q2 | $631K | Buy |
3,150
+1,015
| +48% | +$203K | 0.02% | 526 |
|
|
2024
Q1 | $423K | Buy |
2,135
+335
| +19% | +$66.4K | 0.02% | 586 |
|
|
2023
Q4 | $279K | Buy |
+1,800
| New | +$279K | 0.01% | 671 |
|