Back to LLOBF
Concurrent Investment Advisors, LLC → LLOBF
Concurrent Investment Advisors, LLC LLOBF Position History
Lloyds Banking Group plc 9.25% NON-CUM IRR PRF SHS GBP0.25
Quarters held
9
Latest value
$96K
Q3 2026
Peak value
$197K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $109K |
| Q4 2025 | $84K |
| Q4 2025 | $131K |
| Q1 2026 | $84K |
| Q1 2026 | $169K |
| Q2 2026 | $101K |
| Q2 2026 | $197K |
| Q3 2026 | $160K |
| Q3 2026 | $96K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $96K | 17.1K | — | — |
| Q3 2026 | $160K | 28.3K | — | — |
| Q2 2026 | $197K | 33.7K | — | — |
| Q2 2026 | $101K | 17.3K | — | — |
| Q1 2026 | $169K | 33.6K | — | — |
| Q1 2026 | $84K | 16.7K | — | — |
| Q4 2025 | $131K | 24.7K | — | — |
| Q4 2025 | $84K | 15.9K | — | — |
| Q3 2025 | $109K | 24.0K | — | — |
Other funds holding LLOBF
$801.7M
$772.1M
$680.8M
$632.5M
$504.7M
$128.4M
$128.4M