Concourse Financial Group Securities’s ZoomInfo Technologies GTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
8667
2024
Q4
Hold
0
8742
2024
Q3
Sell
-168
Closed -$2.15K 8749
2024
Q2
$2.15K Sell
168
-7
-4% -$89 ﹤0.01% 2030
2024
Q1
$2.81K Buy
175
+7
+4% +$112 ﹤0.01% 1997
2023
Q4
$3.11K Sell
168
-50
-23% -$924 ﹤0.01% 1945
2023
Q3
$3.58K Sell
218
-65
-23% -$1.07K ﹤0.01% 1894
2023
Q2
$7.19K Sell
283
-24
-8% -$609 ﹤0.01% 1749
2023
Q1
$7.59K Sell
307
-89
-22% -$2.2K ﹤0.01% 1739
2022
Q4
$11.9K Sell
396
-56
-12% -$1.69K ﹤0.01% 1601
2022
Q3
$19K Buy
452
+45
+11% +$1.89K ﹤0.01% 1327
2022
Q2
$14K Buy
+407
New +$14K ﹤0.01% 1571
2022
Q1
Hold
0
7536
2021
Q4
Hold
0
7402
2021
Q3
Hold
0
7153
2021
Q2
Hold
0
6889
2021
Q1
Hold
0
6638
2020
Q4
Hold
0
6439
2020
Q3
Hold
0
6223
2020
Q2
Hold
0
6064