Concourse Financial Group Securities’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 886 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2910 |
|
|
2024
Q3 | – | Sell |
-17
| Closed | -$894 | – | 2908 |
|
|
2024
Q2 | $894 | Sell |
17
-38
| -69% | -$2K | ﹤0.01% | 2136 |
|
|
2024
Q1 | $3.78K | Sell |
55
-3,777
| -99% | -$260K | ﹤0.01% | 1946 |
|
|
2023
Q4 | $313K | Sell |
3,832
-545
| -12% | -$44.5K | 0.02% | 533 |
|
|
2023
Q3 | $475K | Sell |
4,377
-2,880
| -40% | -$313K | 0.04% | 428 |
|
|
2023
Q2 | $848K | Sell |
7,257
-94
| -1% | -$11K | 0.06% | 311 |
|
|
2023
Q1 | $596K | Buy |
7,351
+951
| +15% | +$77.2K | 0.05% | 392 |
|
|
2022
Q4 | $697K | Sell |
6,400
-43
| -0.7% | -$4.69K | 0.06% | 332 |
|
|
2022
Q3 | $853K | Sell |
6,443
-264
| -4% | -$35K | 0.08% | 245 |
|
|
2022
Q2 | $737K | Buy |
6,707
+3,862
| +136% | +$424K | 0.06% | 314 |
|
|
2022
Q1 | $645K | Buy |
+2,845
| New | +$645K | 0.05% | 375 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2856 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2860 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2801 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2752 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2697 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2559 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2473 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2541 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2481 |
|