Concourse Financial Group Securities’s Dow Inc DOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,341
Closed -$381K 2106
2024
Q4
$381K Sell
9,341
-315
-3% -$12.9K 0.02% 543
2024
Q3
$527K Sell
9,656
-191
-2% -$10.4K 0.03% 443
2024
Q2
$522K Sell
9,847
-804
-8% -$42.7K 0.03% 434
2024
Q1
$617K Sell
10,651
-68
-0.6% -$3.94K 0.04% 397
2023
Q4
$588K Buy
10,719
+594
+6% +$32.6K 0.04% 400
2023
Q3
$522K Sell
10,125
-31
-0.3% -$1.6K 0.04% 401
2023
Q2
$541K Sell
10,156
-1,021
-9% -$54.4K 0.04% 420
2023
Q1
$613K Buy
11,177
+1,466
+15% +$80.4K 0.05% 383
2022
Q4
$489K Buy
9,711
+288
+3% +$14.5K 0.04% 416
2022
Q3
$414K Buy
9,423
+161
+2% +$7.07K 0.04% 390
2022
Q2
$478K Buy
9,262
+545
+6% +$28.1K 0.04% 400
2022
Q1
$555K Sell
8,717
-4,886
-36% -$311K 0.04% 398
2021
Q4
$772K Sell
13,603
-4
-0% -$227 0.04% 391
2021
Q3
$783K Buy
13,607
+295
+2% +$17K 0.05% 375
2021
Q2
$842K Sell
13,312
-115
-0.9% -$7.27K 0.05% 333
2021
Q1
$859K Buy
13,427
+4,570
+52% +$292K 0.06% 300
2020
Q4
$492K Buy
8,857
+968
+12% +$53.8K 0.04% 389
2020
Q3
$371K Buy
7,889
+348
+5% +$16.4K 0.03% 393
2020
Q2
$307K Buy
7,541
+545
+8% +$22.2K 0.03% 411
2020
Q1
$205K Buy
6,996
+697
+11% +$20.4K 0.02% 452
2019
Q4
$345K Buy
6,299
+3,787
+151% +$207K 0.03% 366
2019
Q3
$120K Sell
2,512
-4,105
-62% -$196K 0.03% 399
2019
Q2
$327K Buy
+6,617
New +$327K 0.03% 341
2019
Q1
Hold
0
3043