Concurrent Investment Advisors’s Sitio Royalties STR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
15,856
-5
-0% -$92 0.01% 1070
2025
Q1
$315K Sell
15,861
-207
-1% -$4.11K 0.01% 898
2024
Q4
$308K Buy
+16,068
New +$308K 0.01% 807