Concord Wealth Partners’s Trump Media & Technology Group DJT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56K Buy
142
+66
+87% +$1.19K ﹤0.01% 701
2025
Q1
$1.49K Hold
76
﹤0.01% 702
2024
Q4
$2.59K Sell
76
-76
-50% -$2.59K ﹤0.01% 686
2024
Q3
$2.44K Buy
152
+76
+100% +$1.22K ﹤0.01% 724
2024
Q2
$2.49K Sell
76
-76
-50% -$2.49K ﹤0.01% 649
2024
Q1
$9.42K Buy
+152
New +$9.42K ﹤0.01% 578
2023
Q4
Sell
-350
Closed -$5.75K 1045
2023
Q3
$5.75K Hold
350
﹤0.01% 696
2023
Q2
$4.4K Hold
350
﹤0.01% 732
2023
Q1
$4.92K Hold
350
﹤0.01% 673
2022
Q4
$5.25K Buy
+350
New +$5.25K ﹤0.01% 754
2022
Q3
Sell
-350
Closed -$8K 1210
2022
Q2
$8K Buy
+350
New +$8K ﹤0.01% 740