Concurrent Investment Advisors’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
9,596
+1,331
| +16% | +$40.5K | 0.01% | 1069 |
|
|
2025
Q1 | $231K | Sell |
8,265
-743
| -8% | -$20.8K | 0.01% | 1053 |
|
|
2024
Q4 | $288K | Buy |
9,008
+483
| +6% | +$15.4K | 0.01% | 835 |
|
|
2024
Q3 | $286K | Buy |
8,525
+361
| +4% | +$12.1K | 0.01% | 792 |
|
|
2024
Q2 | $272K | Buy |
8,164
+1,070
| +15% | +$35.6K | 0.01% | 765 |
|
|
2024
Q1 | $226K | Buy |
+7,094
| New | +$226K | 0.01% | 754 |
|