Concourse Financial Group Securities’s Signature Bank SBNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
10989
2024
Q4
Hold
0
11333
2024
Q3
Hold
0
11252
2024
Q2
Hold
0
11115
2024
Q1
Hold
0
11158
2023
Q4
Hold
0
11326
2023
Q3
Hold
0
11382
2023
Q2
Hold
0
11471
2023
Q1
Hold
0
11083
2022
Q4
Sell
-19
Closed -$3K 11641
2022
Q3
$3K Sell
19
-51
-73% -$8.05K ﹤0.01% 1780
2022
Q2
$13K Sell
70
-31
-31% -$5.76K ﹤0.01% 1590
2022
Q1
$30K Sell
101
-738
-88% -$219K ﹤0.01% 1345
2021
Q4
$271K Sell
839
-137
-14% -$44.3K 0.02% 625
2021
Q3
$266K Sell
976
-83
-8% -$22.6K 0.02% 626
2021
Q2
$260K Buy
1,059
+43
+4% +$10.6K 0.02% 640
2021
Q1
$230K Sell
1,016
-28
-3% -$6.34K 0.02% 641
2020
Q4
$141K Buy
1,044
+1,024
+5,120% +$138K 0.01% 755
2020
Q3
$2K Hold
20
﹤0.01% 2051
2020
Q2
$2K Sell
20
-15
-43% -$1.5K ﹤0.01% 1962
2020
Q1
$3K Sell
35
-9
-20% -$771 ﹤0.01% 1843
2019
Q4
$6K Buy
44
+26
+144% +$3.55K ﹤0.01% 1597
2019
Q3
$2K Sell
18
-18
-50% -$2K ﹤0.01% 1606
2019
Q2
$4K Sell
36
-14
-28% -$1.56K ﹤0.01% 1852
2019
Q1
$6K Hold
50
﹤0.01% 1713
2018
Q4
$5K Sell
50
-5
-9% -$500 ﹤0.01% 1699
2018
Q3
$6K Buy
+55
New +$6K ﹤0.01% 1369