Concourse Financial Group Securities’s Imperial Oil IMO Stock Holding History

Concourse Financial Group Securities’s Portfolio IMO Stock Details IMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-589	Closed	-$41.8K	–	1026
2024 Q4	$41.8K	Buy	589 +7	+1%	+$508	﹤0.01%	1287
2024 Q3	$41.3K	Sell	582 -55	-9%	-$3.89K	﹤0.01%	1255
2024 Q2	$43.8K	Buy	637 +35	+6%	+$2.41K	﹤0.01%	1233
2024 Q1	$41.9K	Hold	602	–	–	﹤0.01%	1259
2023 Q4	$34.6K	Sell	602 -84	-12%	-$4.83K	﹤0.01%	1279
2023 Q3	$42.4K	Buy	686 +95	+16%	+$5.21K	﹤0.01%	1137
2023 Q2	$30.5K	Buy	591 +99	+20%	+$4.92K	﹤0.01%	1277
2023 Q1	$25.2K	Sell	492 -141	-22%	-$7.04K	﹤0.01%	1387
2022 Q4	$31.1K	Sell	633 -18	-3%	-$928	﹤0.01%	1279
2022 Q3	$28K	Sell	651 -58	-8%	-$2.65K	﹤0.01%	1178
2022 Q2	$34K	Sell	709 -73	-9%	-$3.73K	﹤0.01%	1241
2022 Q1	$38K	Buy	+782	New	+$33.6K	﹤0.01%	1241

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Concourse Financial Group Securities's IMO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Imperial Oil (IMO) in Q1 2025, closing a stake of 589 shares — an estimated $41.8K sold.

Concourse Financial Group Securities first reported a position in IMO in Q1 2022 and held it in 12 quarters. The position peaked at $43.8K in Q2 2024. 309 funds tracked by Wall St. Rank hold IMO as of Q1 2025.

Concourse Financial Group Securities reported no remaining Imperial Oil position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 589 Imperial Oil shares in Q1 2025, an estimated $41.8K.
Concourse Financial Group Securities first reported a position in Imperial Oil in Q1 2022 and held it in 12 quarters.
Concourse Financial Group Securities's Imperial Oil position peaked at $43.8K in Q2 2024.
309 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.