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Concord Wealth Partners’s ONE Gas OGS Stock Holding History

Concord Wealth Partners’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-26
Closed -$2K – 1331
2022
Q1 		$2K Hold
26
– – ﹤0.01% 1119
2021
Q4 		$2K Hold
26
– – ﹤0.01% 1148
2021
Q3 		$2K Buy
+26
New +$1.85K ﹤0.01% 770

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Concord Wealth Partners's OGS Position: Q2 2022 in Review

Concord Wealth Partners sold out of ONE Gas (OGS) in Q2 2022, closing a stake of 26 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in OGS in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 334 funds tracked by Wall St. Rank hold OGS as of Q2 2022.

  • Concord Wealth Partners reported no remaining ONE Gas position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 26 ONE Gas shares in Q2 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in ONE Gas in Q3 2021 and held it in 3 quarters.
  • Concord Wealth Partners's ONE Gas position peaked at $2K in Q1 2022.
  • 334 funds tracked by Wall St. Rank held ONE Gas as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.