Concurrent Investment Advisors’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
35,443
+679
| +2% | +$21.5K | 0.02% | 563 |
|
|
2025
Q1 | $1.07M | Sell |
34,764
-25,107
| -42% | -$770K | 0.03% | 531 |
|
|
2024
Q4 | $1.9M | Buy |
59,871
+29,212
| +95% | +$926K | 0.05% | 333 |
|
|
2024
Q3 | $1.01M | Buy |
30,659
+1,321
| +5% | +$43.6K | 0.03% | 455 |
|
|
2024
Q2 | $909K | Buy |
29,338
+4,869
| +20% | +$151K | 0.03% | 447 |
|
|
2024
Q1 | $754K | Buy |
24,469
+620
| +3% | +$19.1K | 0.03% | 437 |
|
|
2023
Q4 | $688K | Buy |
+23,849
| New | +$688K | 0.03% | 412 |
|