Concourse Financial Group Securities’s Central Securities Corp CET Stock Holding History

Concourse Financial Group Securities’s Portfolio CET Stock Details CET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-984	Closed	-$46.7K	–	329
2024 Q4	$46.7K	Buy	984 +40	+4%	+$1.87K	﹤0.01%	1248
2024 Q3	$43.3K	Hold	944	–	–	﹤0.01%	1237
2024 Q2	$41.6K	Hold	944	–	–	﹤0.01%	1248
2024 Q1	$39.4K	Hold	944	–	–	﹤0.01%	1287
2023 Q4	$35.7K	Buy	944 +40	+4%	+$1.46K	﹤0.01%	1261
2023 Q3	$32K	Hold	904	–	–	﹤0.01%	1268
2023 Q2	$33K	Hold	904	–	–	﹤0.01%	1248
2023 Q1	$31.4K	Hold	904	–	–	﹤0.01%	1282
2022 Q4	$30.2K	Sell	904 -400	-31%	-$14K	﹤0.01%	1290
2022 Q3	$44K	Hold	1,304	–	–	﹤0.01%	986
2022 Q2	$46K	Hold	1,304	–	–	﹤0.01%	1127
2022 Q1	$54K	Buy	+1,304	New	+$54.1K	﹤0.01%	1109

Other funds holding CET

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

CIC

Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Concourse Financial Group Securities's CET Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Central Securities Corp (CET) in Q1 2025, closing a stake of 984 shares — an estimated $46.7K sold.

Concourse Financial Group Securities first reported a position in CET in Q1 2022 and held it in 12 quarters. The position peaked at $54K in Q1 2022. 81 funds tracked by Wall St. Rank hold CET as of Q1 2025.

Concourse Financial Group Securities reported no remaining Central Securities Corp position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 984 Central Securities Corp shares in Q1 2025, an estimated $46.7K.
Concourse Financial Group Securities first reported a position in Central Securities Corp in Q1 2022 and held it in 12 quarters.
Concourse Financial Group Securities's Central Securities Corp position peaked at $54K in Q1 2022.
81 funds tracked by Wall St. Rank held Central Securities Corp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.