CIA
Concurrent Investment Advisors’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Hold |
8,571
| – | – | 0.05% | 373 |
|
|
2025
Q1 | $2.73M | Buy |
8,571
+94
| +1% | +$29.9K | 0.07% | 301 |
|
|
2024
Q4 | $2.89M | Sell |
8,477
-150
| -2% | -$51.1K | 0.08% | 252 |
|
|
2024
Q3 | $3.25M | Sell |
8,627
-689
| -7% | -$260K | 0.1% | 216 |
|
|
2024
Q2 | $2.86M | Buy |
9,316
+7,981
| +598% | +$2.45M | 0.09% | 214 |
|
|
2024
Q1 | $538K | Sell |
1,335
-108
| -7% | -$43.6K | 0.02% | 527 |
|
|
2023
Q4 | $575K | Buy |
+1,443
| New | +$575K | 0.03% | 466 |
|