Concourse Financial Group Securities’s Mercury Insurance MCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-588
| Closed | -$28K | – | 4931 |
|
|
2024
Q4 | $28K | Sell |
588
-2,607
| -82% | -$124K | ﹤0.01% | 1433 |
|
|
2024
Q3 | $201K | Buy |
3,195
+3,078
| +2,631% | +$194K | 0.01% | 713 |
|
|
2024
Q2 | $6.22K | Buy |
+117
| New | +$6.22K | ﹤0.01% | 1815 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5928 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5866 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5750 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5624 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5423 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5415 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5230 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5236 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5136 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5162 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5029 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4872 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4736 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4608 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4420 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4299 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$5K | – | 4292 |
|
|
2019
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1624 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$6K | – | 4015 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1740 |
|
|
2018
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1665 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3744 |
|