Concourse Financial Group Securities’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 5082 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6024 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6015 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6039 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6039 |
|
|
2023
Q4 | – | Sell |
-85
| Closed | -$6.35K | – | 5976 |
|
|
2023
Q3 | $6.35K | Buy |
+85
| New | +$6.35K | ﹤0.01% | 1752 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5726 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5517 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5508 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5324 |
|
|
2022
Q2 | – | Sell |
-360
| Closed | -$27K | – | 5325 |
|
|
2022
Q1 | $27K | Sell |
360
-890
| -71% | -$66.8K | ﹤0.01% | 1386 |
|
|
2021
Q4 | $100K | Buy |
1,250
+57
| +5% | +$4.56K | 0.01% | 996 |
|
|
2021
Q3 | $99K | Buy |
1,193
+182
| +18% | +$15.1K | 0.01% | 996 |
|
|
2021
Q2 | $89K | Buy |
1,011
+179
| +22% | +$15.8K | 0.01% | 1037 |
|
|
2021
Q1 | $74K | Buy |
832
+246
| +42% | +$21.9K | 0.01% | 1071 |
|
|
2020
Q4 | $43K | Sell |
586
-9
| -2% | -$660 | ﹤0.01% | 1198 |
|
|
2020
Q3 | $41K | Buy |
595
+97
| +19% | +$6.68K | ﹤0.01% | 1136 |
|
|
2020
Q2 | $35K | Buy |
498
+353
| +243% | +$24.8K | ﹤0.01% | 1097 |
|
|
2020
Q1 | $8K | Buy |
+145
| New | +$8K | ﹤0.01% | 1522 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4293 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4079 |
|
|
2019
Q2 | – | Sell |
-27
| Closed | -$1K | – | 4284 |
|
|
2019
Q1 | $1K | Sell |
27
-4
| -13% | -$148 | ﹤0.01% | 2158 |
|
|
2018
Q4 | $2K | Sell |
31
-27
| -47% | -$1.74K | ﹤0.01% | 1920 |
|
|
2018
Q3 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 1459 |
|