Concourse Financial Group Securities’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-92
| Closed | -$2.03K | – | 6040 |
|
|
2024
Q4 | $2.03K | Buy |
92
+40
| +77% | +$880 | ﹤0.01% | 2012 |
|
|
2024
Q3 | $1.04K | Sell |
52
-23
| -31% | -$460 | ﹤0.01% | 2065 |
|
|
2024
Q2 | $1.4K | Buy |
75
+2
| +3% | +$37 | ﹤0.01% | 2081 |
|
|
2024
Q1 | $1.61K | Sell |
73
-15
| -17% | -$331 | ﹤0.01% | 2069 |
|
|
2023
Q4 | $1.97K | Hold |
88
| – | – | ﹤0.01% | 2016 |
|
|
2023
Q3 | $1.89K | Buy |
88
+22
| +33% | +$473 | ﹤0.01% | 2006 |
|
|
2023
Q2 | $1.83K | Buy |
+66
| New | +$1.83K | ﹤0.01% | 2034 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6170 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6174 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5995 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5951 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5835 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5817 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5657 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5474 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5306 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5163 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4967 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4834 |
|
|
2020
Q1 | – | Sell |
-244
| Closed | -$9K | – | 4806 |
|
|
2019
Q4 | $9K | Buy |
244
+134
| +122% | +$4.94K | ﹤0.01% | 1472 |
|
|
2019
Q3 | $3K | Sell |
110
-134
| -55% | -$3.66K | ﹤0.01% | 1459 |
|
|
2019
Q2 | $10K | Sell |
244
-38
| -13% | -$1.56K | ﹤0.01% | 1496 |
|
|
2019
Q1 | $9K | Sell |
282
-135
| -32% | -$4.31K | ﹤0.01% | 1548 |
|
|
2018
Q4 | $15K | Sell |
417
-120
| -22% | -$4.32K | ﹤0.01% | 1279 |
|
|
2018
Q3 | $25K | Buy |
+537
| New | +$25K | 0.01% | 795 |
|