Concourse Financial Group Securities’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,193
| Closed | -$86K | – | 3457 |
|
|
2024
Q4 | $86K | Sell |
4,193
-360
| -8% | -$7.39K | ﹤0.01% | 996 |
|
|
2024
Q3 | $79.9K | Sell |
4,553
-92
| -2% | -$1.62K | ﹤0.01% | 1015 |
|
|
2024
Q2 | $73.4K | Buy |
4,645
+2,060
| +80% | +$32.6K | ﹤0.01% | 1034 |
|
|
2024
Q1 | $45.8K | Buy |
2,585
+704
| +37% | +$12.5K | ﹤0.01% | 1217 |
|
|
2023
Q4 | $25.2K | Hold |
1,881
| – | – | ﹤0.01% | 1406 |
|
|
2023
Q3 | $21.8K | Sell |
1,881
-67
| -3% | -$778 | ﹤0.01% | 1412 |
|
|
2023
Q2 | $26.3K | Sell |
1,948
-90
| -4% | -$1.21K | ﹤0.01% | 1357 |
|
|
2023
Q1 | $28.3K | Hold |
2,038
| – | – | ﹤0.01% | 1337 |
|
|
2022
Q4 | $23.3K | Buy |
+2,038
| New | +$23.3K | ﹤0.01% | 1411 |
|
|
2022
Q3 | – | Sell |
-2,023
| Closed | -$22K | – | 4299 |
|
|
2022
Q2 | $22K | Sell |
2,023
-71
| -3% | -$772 | ﹤0.01% | 1424 |
|
|
2022
Q1 | $32K | Sell |
2,094
-618
| -23% | -$9.44K | ﹤0.01% | 1311 |
|
|
2021
Q4 | $43K | Sell |
2,712
-54
| -2% | -$856 | ﹤0.01% | 1339 |
|
|
2021
Q3 | $45K | Buy |
+2,766
| New | +$45K | ﹤0.01% | 1354 |
|
|
2021
Q2 | – | Sell |
-63
| Closed | -$1K | – | 4122 |
|
|
2021
Q1 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 2237 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3937 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3779 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3669 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3671 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3633 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3377 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3661 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3623 |
|
|
2018
Q4 | – | Sell |
-85
| Closed | -$2K | – | 3502 |
|
|
2018
Q3 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 1568 |
|