Concurrent Investment Advisors’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
Q2
$1.69M Sell
25,355
-3,069
-11% -$204K 0.03% 467
2025
Q1
$1.92M Buy
28,424
+213
+0.8% +$14.4K 0.05% 371
2024
Q4
$1.83M Buy
28,211
+597
+2% +$38.7K 0.05% 342
2024
Q3
$1.7M Buy
27,614
+22,949
+492% +$1.41M 0.05% 353
2024
Q2
$302K Buy
+4,665
New +$302K 0.01% 724