Concourse Financial Group Securities’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,651
| Closed | -$800K | – | 4923 |
|
|
2024
Q4 | $800K | Sell |
1,651
-59
| -3% | -$28.6K | 0.05% | 369 |
|
|
2024
Q3 | $812K | Sell |
1,710
-180
| -10% | -$85.4K | 0.05% | 352 |
|
|
2024
Q2 | $796K | Sell |
1,890
-104
| -5% | -$43.8K | 0.05% | 343 |
|
|
2024
Q1 | $784K | Buy |
1,994
+673
| +51% | +$265K | 0.05% | 346 |
|
|
2023
Q4 | $516K | Sell |
1,321
-147
| -10% | -$57.4K | 0.04% | 430 |
|
|
2023
Q3 | $464K | Sell |
1,468
-30
| -2% | -$9.49K | 0.04% | 430 |
|
|
2023
Q2 | $521K | Buy |
1,498
+39
| +3% | +$13.6K | 0.04% | 428 |
|
|
2023
Q1 | $446K | Sell |
1,459
-4
| -0.3% | -$1.22K | 0.03% | 457 |
|
|
2022
Q4 | $408K | Buy |
1,463
+1
| +0.1% | +$279 | 0.03% | 461 |
|
|
2022
Q3 | $355K | Sell |
1,462
-31
| -2% | -$7.53K | 0.03% | 424 |
|
|
2022
Q2 | $406K | Buy |
1,493
+120
| +9% | +$32.6K | 0.03% | 440 |
|
|
2022
Q1 | $463K | Sell |
1,373
-851
| -38% | -$287K | 0.03% | 440 |
|
|
2021
Q4 | $869K | Buy |
2,224
+188
| +9% | +$73.5K | 0.05% | 365 |
|
|
2021
Q3 | $723K | Buy |
2,036
+253
| +14% | +$89.8K | 0.04% | 393 |
|
|
2021
Q2 | $646K | Buy |
1,783
+1,013
| +132% | +$367K | 0.04% | 405 |
|
|
2021
Q1 | $230K | Buy |
770
+249
| +48% | +$74.4K | 0.02% | 639 |
|
|
2020
Q4 | $151K | Buy |
521
+294
| +130% | +$85.2K | 0.01% | 722 |
|
|
2020
Q3 | $66K | Buy |
227
+182
| +404% | +$52.9K | 0.01% | 940 |
|
|
2020
Q2 | $12K | Sell |
45
-5
| -10% | -$1.33K | ﹤0.01% | 1439 |
|
|
2020
Q1 | $11K | Sell |
50
-37
| -43% | -$8.14K | ﹤0.01% | 1428 |
|
|
2019
Q4 | $21K | Sell |
87
-14
| -14% | -$3.38K | ﹤0.01% | 1234 |
|
|
2019
Q3 | $21K | Sell |
101
-27
| -21% | -$5.61K | 0.01% | 941 |
|
|
2019
Q2 | $25K | Sell |
128
-3
| -2% | -$586 | ﹤0.01% | 1161 |
|
|
2019
Q1 | $23K | Buy |
131
+93
| +245% | +$16.3K | ﹤0.01% | 1213 |
|
|
2018
Q4 | $5K | Sell |
38
-833
| -96% | -$110K | ﹤0.01% | 1664 |
|
|
2018
Q3 | $146K | Buy |
+871
| New | +$146K | 0.04% | 342 |
|