Concourse Financial Group Securities’s Chefs' Warehouse CHEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
1430
2024
Q4
Hold
0
3316
2024
Q3
Hold
0
3312
2024
Q2
Hold
0
3358
2024
Q1
Hold
0
3369
2023
Q4
Hold
0
3316
2023
Q3
Hold
0
3315
2023
Q2
Sell
-416
Closed -$14.2K 3298
2023
Q1
$14.2K Sell
416
-3,495
-89% -$119K ﹤0.01% 1564
2022
Q4
$130K Buy
3,911
+321
+9% +$10.7K 0.01% 751
2022
Q3
$104K Buy
+3,590
New +$104K 0.01% 710
2022
Q2
Hold
0
3051
2022
Q1
Hold
0
3005
2021
Q4
Hold
0
3171
2021
Q3
Hold
0
3147
2021
Q2
Hold
0
3068
2021
Q1
Hold
0
3009
2020
Q4
Hold
0
2951
2020
Q3
Hold
0
2809
2020
Q2
Hold
0
2716
2020
Q1
Sell
-84
Closed -$3K 2770
2019
Q4
$3K Buy
+84
New +$3K ﹤0.01% 1747
2019
Q3
Sell
-84
Closed -$3K 2416
2019
Q2
$3K Hold
84
﹤0.01% 1861
2019
Q1
$2K Sell
84
-84
-50% -$2K ﹤0.01% 2008
2018
Q4
$5K Sell
168
-59
-26% -$1.76K ﹤0.01% 1636
2018
Q3
$8K Buy
+227
New +$8K ﹤0.01% 1199