Concourse Financial Group Securities’s Health Catalyst HCAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3526 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4874 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4858 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4897 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4898 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4839 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4765 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4700 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4567 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4540 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4346 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4378 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4308 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4373 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4278 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4159 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4063 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3968 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$3K | – | 3809 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1822 |
|
|
2020
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1786 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3664 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3412 |
|