Concurrent Investment Advisors’s Thomson Reuters TRI Stock Holding History

Concurrent Investment Advisors’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$394K	Sell
2025 Q2	$561K	Buy
2025 Q1	$381K	Buy
2024 Q4	$231K	Buy
2024 Q3	$200K	Sell
2024 Q2	$272K	Sell
2024 Q1	$253K	Sell
2023 Q4	$256K	Buy