CIA
Concurrent Investment Advisors’s Jones Lang LaSalle JLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Buy |
27,032
+1,368
| +5% | +$350K | 0.13% | 164 |
|
|
2025
Q1 | $6.36M | Buy |
25,664
+204
| +0.8% | +$50.6K | 0.15% | 143 |
|
|
2024
Q4 | $6.44M | Sell |
25,460
-3,277
| -11% | -$830K | 0.17% | 120 |
|
|
2024
Q3 | $7.75M | Buy |
28,737
+11,819
| +70% | +$3.19M | 0.23% | 101 |
|
|
2024
Q2 | $3.47M | Buy |
16,918
+2,477
| +17% | +$508K | 0.11% | 183 |
|
|
2024
Q1 | $2.82M | Buy |
14,441
+1,025
| +8% | +$200K | 0.11% | 186 |
|
|
2023
Q4 | $2.53M | Buy |
+13,416
| New | +$2.53M | 0.12% | 185 |
|