Concurrent Investment Advisors’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
6,063
-1,718
| -22% | -$538K | 0.04% | 440 |
|
|
2025
Q1 | $1.6M | Buy |
7,781
+3,679
| +90% | +$756K | 0.04% | 416 |
|
|
2024
Q4 | $946K | Buy |
4,102
+72
| +2% | +$16.6K | 0.03% | 499 |
|
|
2024
Q3 | $715K | Sell |
4,030
-10
| -0.2% | -$1.77K | 0.02% | 532 |
|
|
2024
Q2 | $644K | Sell |
4,040
-272
| -6% | -$43.4K | 0.02% | 521 |
|
|
2024
Q1 | $599K | Sell |
4,312
-719
| -14% | -$99.9K | 0.02% | 494 |
|
|
2023
Q4 | $651K | Buy |
+5,031
| New | +$651K | 0.03% | 425 |
|