Concourse Financial Group Securities’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3968 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5197 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5183 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5215 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5219 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5162 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5085 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4995 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4835 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4817 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4628 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4653 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4579 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4626 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4523 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4391 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4281 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4183 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4011 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3904 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3910 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3857 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3618 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3871 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3819 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3701 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3359 |
|