CIA
Concurrent Investment Advisors’s ONE Gas OGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
3,639
-15
| -0.4% | -$1.08K | 0.01% | 1124 |
|
|
2025
Q1 | $276K | Buy |
+3,654
| New | +$276K | 0.01% | 966 |
|
|
2024
Q4 | – | Sell |
-3,180
| Closed | -$237K | – | 1086 |
|
|
2024
Q3 | $237K | Sell |
3,180
-114
| -3% | -$8.48K | 0.01% | 866 |
|
|
2024
Q2 | $210K | Sell |
3,294
-450
| -12% | -$28.7K | 0.01% | 851 |
|
|
2024
Q1 | $242K | Hold |
3,744
| – | – | 0.01% | 730 |
|
|
2023
Q4 | $239K | Buy |
+3,744
| New | +$239K | 0.01% | 714 |
|