Concourse Financial Group Securities’s Kaleyra, Inc. KLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-96	Closed	-$695	–	2414
2023 Q3	$695	Buy	+96	New	+$658	﹤0.01%	2142
2023 Q1	–	Sell	-96	Closed	-$305	–	2462
2022 Q4	$252	Hold	96	–	–	﹤0.01%	2258
2022 Q3	$0	Hold	96	–	–	﹤0.01%	2324
2022 Q2	$1K	Hold	96	–	–	﹤0.01%	2169
2022 Q1	$2K	Hold	96	–	–	﹤0.01%	2072
2021 Q4	$3K	Hold	96	–	–	﹤0.01%	2169
2021 Q3	$4K	Hold	96	–	–	﹤0.01%	2147
2021 Q2	$4K	Hold	96	–	–	﹤0.01%	2109
2021 Q1	$5K	Hold	96	–	–	﹤0.01%	1991
2020 Q4	$3K	Hold	96	–	–	﹤0.01%	2061
2020 Q3	$3K	Buy	+96	New	+$2K	﹤0.01%	1966

Other funds holding KLR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Concourse Financial Group Securities's KLR Position: Q4 2023 in Review

Concourse Financial Group Securities sold out of Kaleyra, Inc. (KLR) in Q4 2023, closing a stake of 96 shares — an estimated $695 sold.

Concourse Financial Group Securities first reported a position in KLR in Q3 2020 and held it in 11 quarters. The position peaked at $5K in Q1 2021. 1 fund tracked by Wall St. Rank holds KLR as of Q4 2023.

Concourse Financial Group Securities reported no remaining Kaleyra, Inc. position as of Q4 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 96 Kaleyra, Inc. shares in Q4 2023, an estimated $695.
Concourse Financial Group Securities first reported a position in Kaleyra, Inc. in Q3 2020 and held it in 11 quarters.
Concourse Financial Group Securities's Kaleyra, Inc. position peaked at $5K in Q1 2021.
1 fund tracked by Wall St. Rank held Kaleyra, Inc. as of Q4 2023.

Based on Concourse Financial Group Securities's 13F filing for Q4 2023, filed 7 Feb 2024.