Concourse Financial Group Securities’s PagerDuty PD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,655
Closed -$30.7K 5919
2024
Q4
$30.7K Sell
1,655
-16
-1% -$296 ﹤0.01% 1398
2024
Q3
$31K Buy
1,671
+23
+1% +$427 ﹤0.01% 1371
2024
Q2
$37.8K Buy
1,648
+85
+5% +$1.95K ﹤0.01% 1297
2024
Q1
$35.4K Buy
1,563
+165
+12% +$3.74K ﹤0.01% 1332
2023
Q4
$32.4K Buy
1,398
+53
+4% +$1.23K ﹤0.01% 1316
2023
Q3
$30.2K Buy
1,345
+29
+2% +$652 ﹤0.01% 1291
2023
Q2
$29.6K Buy
+1,316
New +$29.6K ﹤0.01% 1300
2023
Q1
Hold
0
6086
2022
Q4
Hold
0
6091
2022
Q3
Hold
0
5912
2022
Q2
Hold
0
5870
2022
Q1
Hold
0
5759
2021
Q4
Hold
0
5742
2021
Q3
Hold
0
5580
2021
Q2
Hold
0
5403
2021
Q1
Hold
0
5243
2020
Q4
Hold
0
5102
2020
Q3
Hold
0
4903
2020
Q2
Hold
0
4766
2020
Q1
Hold
0
4740
2019
Q4
Hold
0
4679
2019
Q3
Hold
0
4481
2019
Q2
Hold
0
4642