Concurrent Investment Advisors’s Talos Energy TALO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
60,783
+20
+0% +$170 0.01% 833
2025
Q1
$591K Buy
60,763
+7,506
+14% +$73K 0.01% 693
2024
Q4
$517K Sell
53,257
-5,000
-9% -$48.6K 0.01% 650
2024
Q3
$603K Hold
58,257
0.02% 576
2024
Q2
$708K Buy
58,257
+5,000
+9% +$60.8K 0.02% 506
2024
Q1
$742K Buy
53,257
+5,440
+11% +$75.8K 0.03% 445
2023
Q4
$680K Buy
+47,817
New +$680K 0.03% 415