Concourse Financial Group Securities’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4886 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5881 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5871 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5897 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5898 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5837 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5720 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5594 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5395 |
|
|
2022
Q4 | – | Sell |
-839
| Closed | -$7K | – | 5387 |
|
|
2022
Q3 | $7K | Buy |
+839
| New | +$7K | ﹤0.01% | 1569 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5210 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5111 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5138 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5005 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4849 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4716 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4589 |
|