Concurrent Investment Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$654K	Buy
2025 Q2	$575K	Hold
2025 Q1	$553K	Buy
2024 Q4	$475K	Sell
2024 Q3	$543K	Buy
2024 Q2	$444K	Buy
2024 Q1	$344K	Buy
2023 Q4	$199K	Buy