Concurrent Investment Advisors’s Seagate STX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$543K Buy
3,764
+870
+30% +$126K 0.01% 817
2025
Q1
$246K Buy
2,894
+275
+11% +$23.4K 0.01% 1014
2024
Q4
$226K Sell
2,619
-39
-1% -$3.37K 0.01% 931
2024
Q3
$291K Buy
2,658
+31
+1% +$3.4K 0.01% 786
2024
Q2
$271K Buy
+2,627
New +$271K 0.01% 767