Concurrent Investment Advisors’s Pool Corp POOL Stock Holding History

Concurrent Investment Advisors’s Portfolio POOL Stock Details POOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.6M	Sell
2025 Q2	$2.5M	Hold
2025 Q1	$2.73M	Buy
2024 Q4	$2.89M	Sell
2024 Q3	$3.25M	Sell
2024 Q2	$2.86M	Buy
2024 Q1	$538K	Sell
2023 Q4	$575K	Buy