Concourse Financial Group Securities’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,810
| Closed | -$12.4K | – | 7419 |
|
|
2024
Q4 | $12.4K | Buy |
1,810
+592
| +49% | +$4.06K | ﹤0.01% | 1663 |
|
|
2024
Q3 | $8.28K | Buy |
+1,218
| New | +$8.28K | ﹤0.01% | 1744 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 7843 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 7841 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 7776 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 7582 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 7396 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7136 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7150 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 6967 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6888 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6755 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6669 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6459 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6231 |
|