Concurrent Investment Advisors’s CION Investment CION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
51,286
+8,303
| +19% | +$79.5K | 0.01% | 851 |
|
|
2025
Q1 | $445K | Buy |
42,983
+161
| +0.4% | +$1.67K | 0.01% | 774 |
|
|
2024
Q4 | $488K | Buy |
42,822
+1,093
| +3% | +$12.5K | 0.01% | 663 |
|
|
2024
Q3 | $497K | Buy |
41,729
+1,190
| +3% | +$14.2K | 0.01% | 618 |
|
|
2024
Q2 | $491K | Sell |
40,539
-1,442
| -3% | -$17.5K | 0.02% | 583 |
|
|
2024
Q1 | $462K | Sell |
41,981
-2,405
| -5% | -$26.5K | 0.02% | 570 |
|
|
2023
Q4 | $502K | Buy |
+44,386
| New | +$502K | 0.02% | 496 |
|