Concourse Financial Group Securities’s JBG SMITH JBGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4282 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5414 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5400 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5431 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5435 |
|
|
2023
Q4 | – | Sell |
-59
| Closed | -$853 | – | 5378 |
|
|
2023
Q3 | $853 | Sell |
59
-44
| -43% | -$636 | ﹤0.01% | 2116 |
|
|
2023
Q2 | $1.55K | Hold |
103
| – | – | ﹤0.01% | 2055 |
|
|
2023
Q1 | $1.55K | Sell |
103
-20
| -16% | -$301 | ﹤0.01% | 2101 |
|
|
2022
Q4 | $2.36K | Hold |
123
| – | – | ﹤0.01% | 2002 |
|
|
2022
Q3 | $2K | Hold |
123
| – | – | ﹤0.01% | 1802 |
|
|
2022
Q2 | $3K | Sell |
123
-30
| -20% | -$732 | ﹤0.01% | 1955 |
|
|
2022
Q1 | $4K | Buy |
153
+59
| +63% | +$1.54K | ﹤0.01% | 1897 |
|
|
2021
Q4 | $3K | Sell |
94
-24
| -20% | -$766 | ﹤0.01% | 2138 |
|
|
2021
Q3 | $3K | Buy |
118
+14
| +13% | +$356 | ﹤0.01% | 2179 |
|
|
2021
Q2 | $3K | Hold |
104
| – | – | ﹤0.01% | 2133 |
|
|
2021
Q1 | $3K | Sell |
104
-44
| -30% | -$1.27K | ﹤0.01% | 2064 |
|
|
2020
Q4 | $5K | Hold |
148
| – | – | ﹤0.01% | 1921 |
|
|
2020
Q3 | $4K | Buy |
+148
| New | +$4K | ﹤0.01% | 1861 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4010 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$4K | – | 4013 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1686 |
|
|
2019
Q3 | $4K | Sell |
100
-94
| -48% | -$3.76K | ﹤0.01% | 1369 |
|
|
2019
Q2 | $8K | Hold |
194
| – | – | ﹤0.01% | 1558 |
|
|
2019
Q1 | $8K | Buy |
194
+94
| +94% | +$3.88K | ﹤0.01% | 1586 |
|
|
2018
Q4 | $3K | Sell |
100
-141
| -59% | -$4.23K | ﹤0.01% | 1823 |
|
|
2018
Q3 | $9K | Buy |
+241
| New | +$9K | ﹤0.01% | 1150 |
|