Concourse Financial Group Securities’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,649
| Closed | -$212K | – | 2179 |
|
|
2024
Q4 | $212K | Sell |
10,649
-1,162
| -10% | -$23.1K | 0.01% | 710 |
|
|
2024
Q3 | $199K | Sell |
11,811
-4,689
| -28% | -$79K | 0.01% | 715 |
|
|
2024
Q2 | $321K | Buy |
16,500
+3,024
| +22% | +$58.9K | 0.02% | 556 |
|
|
2024
Q1 | $474K | Buy |
13,476
+1,801
| +15% | +$63.3K | 0.03% | 454 |
|
|
2023
Q4 | $429K | Buy |
11,675
+11,174
| +2,230% | +$411K | 0.03% | 471 |
|
|
2023
Q3 | $14K | Buy |
+501
| New | +$14K | ﹤0.01% | 1540 |
|
|
2023
Q2 | – | Sell |
-985
| Closed | -$29.7K | – | 3789 |
|
|
2023
Q1 | $29.7K | Sell |
985
-38
| -4% | -$1.15K | ﹤0.01% | 1312 |
|
|
2022
Q4 | $22.5K | Sell |
1,023
-57
| -5% | -$1.25K | ﹤0.01% | 1425 |
|
|
2022
Q3 | $30K | Sell |
1,080
-74
| -6% | -$2.06K | ﹤0.01% | 1146 |
|
|
2022
Q2 | $26K | Buy |
1,154
+53
| +5% | +$1.19K | ﹤0.01% | 1350 |
|
|
2022
Q1 | $28K | Buy |
+1,101
| New | +$28K | ﹤0.01% | 1368 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3596 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3549 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3450 |
|