Concorde Financial’s Sprott Physical Gold PHYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.7M Sell
2025
Q1
$20.3M Buy
2024
Q4
$16.9M Sell
2024
Q3
$17.2M Sell
2024
Q2
$15.3M Sell
2024
Q1
$14.7M Sell
2023
Q4
$13.7M Buy
2023
Q3
$12.3M Sell
2023
Q2
$12.8M Buy
2023
Q1
$11.9M Sell
2022
Q4
$11.6M Hold
2022
Q3
$11.6M Sell
2022
Q2
$12.8M Buy
2022
Q1
$13.3M Buy
2021
Q4
$9.88M Buy