Concourse Financial Group Securities’s Advantage Solutions ADV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
118
2024
Q4
Hold
0
2325
2024
Q3
Hold
0
2322
2024
Q2
Hold
0
2374
2024
Q1
Hold
0
2381
2023
Q4
Hold
0
2348
2023
Q3
Hold
0
2378
2023
Q2
Hold
0
2402
2023
Q1
Hold
0
2432
2022
Q4
Hold
0
2367
2022
Q3
Hold
0
2065
2022
Q2
Hold
0
2244
2022
Q1
Hold
0
2218
2021
Q4
Hold
0
2421
2021
Q3
Hold
0
2453
2021
Q2
Hold
0
2408
2021
Q1
Hold
0
2380
2020
Q4
Hold
0
2332
2020
Q3
Hold
0
2201
2020
Q2
Hold
0
2116
2020
Q1
Hold
0
2201
2019
Q4
Hold
0
2095
2019
Q3
Hold
0
1789