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

Concourse Financial Group Securities’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,341
Closed -$381K – 534
2024
Q4 		$381K Sell
9,341
-315
-3% -$14.7K 0.02% 543
2024
Q3 		$527K Sell
9,656
-191
-2% -$10.1K 0.03% 443
2024
Q2 		$522K Sell
9,847
-804
-8% -$45.9K 0.03% 434
2024
Q1 		$617K Sell
10,651
-68
-0.6% -$3.76K 0.04% 398
2023
Q4 		$588K Buy
10,719
+594
+6% +$30.3K 0.04% 401
2023
Q3 		$522K Sell
10,125
-31
-0.3% -$1.66K 0.04% 402
2023
Q2 		$541K Sell
10,156
-1,021
-9% -$54.3K 0.04% 421
2023
Q1 		$613K Buy
11,177
+1,466
+15% +$82.5K 0.05% 384
2022
Q4 		$489K Buy
9,711
+288
+3% +$14.1K 0.04% 417
2022
Q3 		$414K Buy
9,423
+161
+2% +$8.16K 0.04% 391
2022
Q2 		$478K Buy
9,262
+545
+6% +$34.9K 0.04% 401
2022
Q1 		$555K Sell
8,717
-4,886
-36% -$295K 0.04% 399
2021
Q4 		$772K Sell
13,603
-4
-0% -$228 0.04% 392
2021
Q3 		$783K Buy
13,607
+295
+2% +$18.1K 0.05% 376
2021
Q2 		$842K Sell
13,312
-115
-0.9% -$7.59K 0.05% 334
2021
Q1 		$859K Buy
13,427
+4,570
+52% +$273K 0.06% 301
2020
Q4 		$492K Buy
8,857
+968
+12% +$50K 0.04% 390
2020
Q3 		$371K Buy
7,889
+348
+5% +$15.6K 0.03% 394
2020
Q2 		$307K Buy
7,541
+545
+8% +$19.9K 0.03% 412
2020
Q1 		$205K Buy
6,996
+697
+11% +$29.6K 0.02% 453
2019
Q4 		$345K Buy
6,299
+3,787
+151% +$196K 0.03% 367
2019
Q3 		$120K Sell
2,512
-4,105
-62% -$192K 0.03% 400
2019
Q2 		$327K Buy
+6,617
New +$349K 0.03% 341

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Concourse Financial Group Securities sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 9,341 shares — an estimated $381K sold.

Concourse Financial Group Securities first reported a position in DOW in Q2 2019 and held it in 23 quarters. The position peaked at $859K in Q1 2021. 1,344 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9,341 Dow Inc shares in Q1 2025, an estimated $381K.
  • Concourse Financial Group Securities first reported a position in Dow Inc in Q2 2019 and held it in 23 quarters.
  • Concourse Financial Group Securities's Dow Inc position peaked at $859K in Q1 2021.
  • 1,344 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

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