Concorde Asset Management’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $263K | Hold |
15,050
| – | – | 0.14% | 132 |
|
|
2024
Q4 | $297K | Buy |
15,050
+100
| +0.7% | +$1.97K | 0.15% | 121 |
|
|
2024
Q3 | $284K | Buy |
14,950
+3,250
| +28% | +$61.8K | 0.16% | 120 |
|
|
2024
Q2 | $204K | Buy |
+11,700
| New | +$204K | 0.13% | 150 |
|
|
2024
Q1 | – | Sell |
-10,800
| Closed | -$187K | – | 142 |
|
|
2023
Q4 | $187K | Buy |
+10,800
| New | +$187K | 0.13% | 150 |
|