CIA
Concurrent Investment Advisors’s Permian Resources PR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,265
| Closed | -$156K | – | 1381 |
|
|
2025
Q1 | $156K | Sell |
11,265
-20,846
| -65% | -$289K | ﹤0.01% | 1151 |
|
|
2024
Q4 | $462K | Sell |
32,111
-2,726
| -8% | -$39.2K | 0.01% | 681 |
|
|
2024
Q3 | $474K | Buy |
34,837
+3,895
| +13% | +$53K | 0.01% | 630 |
|
|
2024
Q2 | $500K | Buy |
30,942
+11,267
| +57% | +$182K | 0.02% | 578 |
|
|
2024
Q1 | $347K | Sell |
19,675
-3,562
| -15% | -$62.9K | 0.01% | 634 |
|
|
2023
Q4 | $316K | Buy |
+23,237
| New | +$316K | 0.01% | 630 |
|