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Concorde Financial’s Dow Inc DOW Stock Holding History

Concorde Financial’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-146
Closed -$3.87K – 42
2025
Q2 		$3.87K Buy
+146
New +$4.25K ﹤0.01% 51
2024
Q3 		– Sell
-292
Closed -$15.5K – 42
2024
Q2 		$15.5K Buy
+292
New +$16.7K 0.01% 37
2024
Q1 		– Sell
-292
Closed -$16K – 38
2023
Q4 		$16K Buy
+292
New +$14.9K 0.01% 33
2023
Q1 		– Sell
-292
Closed -$12.8K – 39
2022
Q4 		$12.8K Hold
292
– – 0.01% 50
2022
Q3 		$13K Buy
+292
New +$14.8K 0.01% 50
2022
Q2 		– Sell
-292
Closed -$19K – 41
2022
Q1 		$19K Hold
292
– – 0.01% 49
2021
Q4 		$17K Buy
+292
New +$16.6K 0.01% 82

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