Concourse Financial Group Securities’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3098 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4548 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4537 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4576 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4583 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4523 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4464 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4402 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4287 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4254 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4055 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4100 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4042 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4125 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4051 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3934 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3847 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3761 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3609 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3510 |
|
|
2020
Q1 | – | Sell |
-2,195
| Closed | -$53K | – | 3518 |
|
|
2019
Q4 | $53K | Hold |
2,195
| – | – | 0.01% | 923 |
|
|
2019
Q3 | $48K | Sell |
2,195
-100
| -4% | -$2.19K | 0.01% | 630 |
|
|
2019
Q2 | $45K | Hold |
2,295
| – | – | ﹤0.01% | 903 |
|
|
2019
Q1 | $39K | Buy |
+2,295
| New | +$39K | ﹤0.01% | 963 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3355 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2967 |
|