Concourse Financial Group Securities’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-497
| Closed | -$80.9K | – | 1795 |
|
|
2024
Q4 | $80.9K | Sell |
497
-333
| -40% | -$54.2K | ﹤0.01% | 1013 |
|
|
2024
Q3 | $128K | Buy |
830
+27
| +3% | +$4.15K | 0.01% | 871 |
|
|
2024
Q2 | $97.6K | Buy |
+803
| New | +$97.6K | 0.01% | 940 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3643 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3581 |
|
|
2023
Q3 | – | Sell |
-18
| Closed | -$1.31K | – | 3563 |
|
|
2023
Q2 | $1.31K | Hold |
18
| – | – | ﹤0.01% | 2086 |
|
|
2023
Q1 | $1.02K | Sell |
18
-8
| -31% | -$454 | ﹤0.01% | 2157 |
|
|
2022
Q4 | $1.63K | Hold |
26
| – | – | ﹤0.01% | 2070 |
|
|
2022
Q3 | $1K | Sell |
26
-3
| -10% | -$115 | ﹤0.01% | 1858 |
|
|
2022
Q2 | $2K | Sell |
29
-5
| -15% | -$345 | ﹤0.01% | 2006 |
|
|
2022
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 2002 |
|
|
2021
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 2183 |
|
|
2021
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 2164 |
|
|
2021
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 2122 |
|
|
2021
Q1 | $2K | Buy |
34
+4
| +13% | +$235 | ﹤0.01% | 2116 |
|
|
2020
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 2079 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2994 |
|
|
2020
Q2 | – | Sell |
-32
| Closed | -$1K | – | 2900 |
|
|
2020
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 2011 |
|
|
2019
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1974 |
|
|
2019
Q3 | $1K | Sell |
32
-25
| -44% | -$781 | ﹤0.01% | 1628 |
|
|
2019
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 1866 |
|
|
2019
Q1 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 1901 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2814 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2380 |
|