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Concurrent Investment Advisors, LLC → STK
Concurrent Investment Advisors, LLC STK Position History
Columbia Seligman Premium Technology Growth Fund • Technology
Quarters held
5
Latest value
$354K
Q3 2026
Peak value
$591K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $341K |
| Q4 2025 | $374K |
| Q1 2026 | $320K |
| Q2 2026 | $591K |
| Q3 2026 | $354K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $354K | 6.6K | — | — |
| Q2 2026 | $591K | 11.0K | — | — |
| Q1 2026 | $320K | 8.4K | — | — |
| Q4 2025 | $374K | 10.2K | — | — |
| Q3 2025 | $341K | 9.7K | — | — |