Concourse Financial Group Securities’s American Assets Trust AAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 20 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2254 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2252 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2308 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2315 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2283 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2312 |
|
|
2023
Q2 | – | Sell |
-117
| Closed | -$2.18K | – | 2340 |
|
|
2023
Q1 | $2.18K | Hold |
117
| – | – | ﹤0.01% | 2042 |
|
|
2022
Q4 | $3.1K | Buy |
+117
| New | +$3.1K | ﹤0.01% | 1962 |
|
|
2022
Q3 | – | Sell |
-82
| Closed | -$2K | – | 1981 |
|
|
2022
Q2 | $2K | Hold |
82
| – | – | ﹤0.01% | 1992 |
|
|
2022
Q1 | $3K | Buy |
82
+53
| +183% | +$1.94K | ﹤0.01% | 1929 |
|
|
2021
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 2253 |
|
|
2021
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 2274 |
|
|
2021
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 2254 |
|
|
2021
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 2193 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2282 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2150 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2068 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2156 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2043 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1737 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2199 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2250 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2114 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1643 |
|