Concourse Financial Group Securities’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$163 | – | 6949 |
|
|
2024
Q4 | $163 | Buy |
+12
| New | +$163 | ﹤0.01% | 2199 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 7473 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7485 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7486 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7419 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7244 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7066 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6821 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6832 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6653 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6588 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6466 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6397 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6200 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5987 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5783 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5617 |
|