CIA
SBDS
Concurrent Investment Advisors’s Solo Brands, Inc. SBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-52,500
| Closed | -$8.81K | – | 1398 |
|
|
2025
Q1 | $8.81K | Buy |
52,500
+8,170
| +18% | +$1.37K | ﹤0.01% | 1196 |
|
|
2024
Q4 | $50.5K | Sell |
44,330
-166,588
| -79% | -$190K | ﹤0.01% | 1035 |
|
|
2024
Q3 | $297K | Buy |
210,918
+62,530
| +42% | +$88.2K | 0.01% | 776 |
|
|
2024
Q2 | $338K | Buy |
148,388
+54,970
| +59% | +$125K | 0.01% | 694 |
|
|
2024
Q1 | $203K | Buy |
93,418
+20,203
| +28% | +$43.8K | 0.01% | 795 |
|
|
2023
Q4 | $451K | Buy |
+73,215
| New | +$451K | 0.02% | 512 |
|