Concourse Financial Group Securities’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2178 |
|
|
2024
Q4 | – | Sell |
-111
| Closed | -$18.2K | – | 3869 |
|
|
2024
Q3 | $18.2K | Sell |
111
-4
| -3% | -$656 | ﹤0.01% | 1531 |
|
|
2024
Q2 | $15.9K | Sell |
115
-39
| -25% | -$5.4K | ﹤0.01% | 1568 |
|
|
2024
Q1 | $21.3K | Sell |
154
-3
| -2% | -$414 | ﹤0.01% | 1492 |
|
|
2023
Q4 | $16.4K | Sell |
157
-75
| -32% | -$7.86K | ﹤0.01% | 1538 |
|
|
2023
Q3 | $21.9K | Buy |
232
+74
| +47% | +$7K | ﹤0.01% | 1411 |
|
|
2023
Q2 | $15.9K | Buy |
+158
| New | +$15.9K | ﹤0.01% | 1519 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3706 |
|
|
2022
Q4 | – | Sell |
-162
| Closed | -$13K | – | 3669 |
|
|
2022
Q3 | $13K | Sell |
162
-200
| -55% | -$16K | ﹤0.01% | 1410 |
|
|
2022
Q2 | $29K | Buy |
362
+140
| +63% | +$11.2K | ﹤0.01% | 1300 |
|
|
2022
Q1 | $25K | Sell |
222
-34
| -13% | -$3.83K | ﹤0.01% | 1411 |
|
|
2021
Q4 | $29K | Buy |
256
+37
| +17% | +$4.19K | ﹤0.01% | 1501 |
|
|
2021
Q3 | $25K | Buy |
219
+71
| +48% | +$8.11K | ﹤0.01% | 1571 |
|
|
2021
Q2 | $18K | Sell |
148
-169
| -53% | -$20.6K | ﹤0.01% | 1673 |
|
|
2021
Q1 | $34K | Sell |
317
-990
| -76% | -$106K | ﹤0.01% | 1367 |
|
|
2020
Q4 | $153K | Sell |
1,307
-406
| -24% | -$47.5K | 0.01% | 719 |
|
|
2020
Q3 | $147K | Sell |
1,713
-164
| -9% | -$14.1K | 0.01% | 642 |
|
|
2020
Q2 | $149K | Sell |
1,877
-52
| -3% | -$4.13K | 0.01% | 593 |
|
|
2020
Q1 | $147K | Buy |
1,929
+1,515
| +366% | +$115K | 0.02% | 543 |
|
|
2019
Q4 | $31K | Sell |
414
-48
| -10% | -$3.59K | ﹤0.01% | 1109 |
|
|
2019
Q3 | $26K | Sell |
462
-25
| -5% | -$1.41K | 0.01% | 868 |
|
|
2019
Q2 | $27K | Buy |
+487
| New | +$27K | ﹤0.01% | 1118 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3075 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2951 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2527 |
|