CIA
SOR

Concurrent Investment Advisors’s Source Capital SOR Stock Holding History

Concurrent Investment Advisors’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,366
Closed -$712K – 1241
2024
Q4 		$712K Buy
+16,366
New +$712K 0.02% 569