CIA
Concurrent Investment Advisors’s Stagwell STGW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
43,276
+7,671
| +22% | +$34.5K | ﹤0.01% | 1269 |
|
|
2025
Q1 | $215K | Hold |
35,605
| – | – | 0.01% | 1086 |
|
|
2024
Q4 | $234K | Hold |
35,605
| – | – | 0.01% | 914 |
|
|
2024
Q3 | $250K | Buy |
35,605
+6,730
| +23% | +$47.2K | 0.01% | 840 |
|
|
2024
Q2 | $197K | Buy |
28,875
+8,875
| +44% | +$60.5K | 0.01% | 869 |
|
|
2024
Q1 | $124K | Hold |
20,000
| – | – | 0.01% | 837 |
|
|
2023
Q4 | $133K | Buy |
+20,000
| New | +$133K | 0.01% | 798 |
|