Concourse Financial Group Securities’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-102
| Closed | -$5.48K | – | 6034 |
|
|
2024
Q4 | $5.48K | Buy |
102
+1
| +1% | +$54 | ﹤0.01% | 1858 |
|
|
2024
Q3 | $8.41K | Buy |
101
+1
| +1% | +$83 | ﹤0.01% | 1736 |
|
|
2024
Q2 | $7.83K | Hold |
100
| – | – | ﹤0.01% | 1761 |
|
|
2024
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 1701 |
|
|
2023
Q4 | $9.48K | Hold |
100
| – | – | ﹤0.01% | 1694 |
|
|
2023
Q3 | $10.4K | Hold |
100
| – | – | ﹤0.01% | 1630 |
|
|
2023
Q2 | $12.1K | Sell |
100
-145
| -59% | -$17.5K | ﹤0.01% | 1591 |
|
|
2023
Q1 | $27.1K | Buy |
245
+57
| +30% | +$6.31K | ﹤0.01% | 1362 |
|
|
2022
Q4 | $19K | Hold |
188
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q3 | $18K | Sell |
188
-8
| -4% | -$766 | ﹤0.01% | 1334 |
|
|
2022
Q2 | $19K | Sell |
196
-136
| -41% | -$13.2K | ﹤0.01% | 1473 |
|
|
2022
Q1 | $35K | Sell |
332
-41
| -11% | -$4.32K | ﹤0.01% | 1267 |
|
|
2021
Q4 | $41K | Hold |
373
| – | – | ﹤0.01% | 1364 |
|
|
2021
Q3 | $45K | Buy |
373
+41
| +12% | +$4.95K | ﹤0.01% | 1358 |
|
|
2021
Q2 | $45K | Buy |
332
+134
| +68% | +$18.2K | ﹤0.01% | 1354 |
|
|
2021
Q1 | $26K | Hold |
198
| – | – | ﹤0.01% | 1480 |
|
|
2020
Q4 | $19K | Sell |
198
-14
| -7% | -$1.34K | ﹤0.01% | 1475 |
|
|
2020
Q3 | $20K | Sell |
212
-117
| -36% | -$11K | ﹤0.01% | 1358 |
|
|
2020
Q2 | $30K | Sell |
329
-15
| -4% | -$1.37K | ﹤0.01% | 1151 |
|
|
2020
Q1 | $17K | Hold |
344
| – | – | ﹤0.01% | 1302 |
|
|
2019
Q4 | $35K | Buy |
344
+84
| +32% | +$8.55K | ﹤0.01% | 1069 |
|
|
2019
Q3 | $23K | Sell |
260
-138
| -35% | -$12.2K | 0.01% | 914 |
|
|
2019
Q2 | $36K | Sell |
398
-15
| -4% | -$1.36K | ﹤0.01% | 992 |
|
|
2019
Q1 | $34K | Sell |
413
-370
| -47% | -$30.5K | ﹤0.01% | 1030 |
|
|
2018
Q4 | $60K | Buy |
783
+307
| +64% | +$23.5K | 0.01% | 767 |
|
|
2018
Q3 | $48K | Buy |
+476
| New | +$48K | 0.01% | 603 |
|