Concourse Financial Group Securities’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 5772 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6571 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6569 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6587 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6582 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6510 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6368 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6216 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5988 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5988 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5809 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5771 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5658 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5648 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5485 |
|
|
2021
Q2 | – | Sell |
-550
| Closed | -$6K | – | 5307 |
|
|
2021
Q1 | $6K | Hold |
550
| – | – | ﹤0.01% | 1933 |
|
|
2020
Q4 | $7K | Hold |
550
| – | – | ﹤0.01% | 1792 |
|
|
2020
Q3 | $7K | Hold |
550
| – | – | ﹤0.01% | 1690 |
|
|
2020
Q2 | $5K | Hold |
550
| – | – | ﹤0.01% | 1686 |
|
|
2020
Q1 | $4K | Hold |
550
| – | – | ﹤0.01% | 1743 |
|
|
2019
Q4 | $5K | Buy |
+550
| New | +$5K | ﹤0.01% | 1634 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4411 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4580 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 4515 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4390 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4124 |
|