Concourse Financial Group Securities’s Great Elm Group GEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
3218
2024
Q4
Hold
0
4630
2024
Q3
Hold
0
4620
2024
Q2
Hold
0
4661
2024
Q1
Hold
0
4666
2023
Q4
Hold
0
4605
2023
Q3
Hold
0
4544
2023
Q2
Hold
0
4479
2023
Q1
Hold
0
4358
2022
Q4
Hold
0
4329
2022
Q3
Hold
0
4131
2022
Q2
Hold
0
4173
2022
Q1
Hold
0
4115
2021
Q4
Hold
0
4195
2021
Q3
Hold
0
4113
2021
Q2
Hold
0
3995
2021
Q1
Hold
0
3905
2020
Q4
Hold
0
3821
2020
Q3
Hold
0
3665
2020
Q2
Hold
0
3560
2020
Q1
Hold
0
3566
2019
Q4
Hold
0
3522
2019
Q3
Hold
0
3263
2019
Q2
Hold
0
3553
2019
Q1
Hold
0
3521
2018
Q4
Hold
0
3401
2018
Q3
Hold
0
3017