Concourse Financial Group Securities’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 7553 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 7946 |
|
|
2024
Q3 | – | Sell |
-5,836
| Closed | -$320K | – | 7939 |
|
|
2024
Q2 | $320K | Buy |
5,836
+1,628
| +39% | +$89.3K | 0.02% | 559 |
|
|
2024
Q1 | $271K | Buy |
4,208
+612
| +17% | +$39.4K | 0.02% | 585 |
|
|
2023
Q4 | $207K | Buy |
3,596
+983
| +38% | +$56.5K | 0.01% | 646 |
|
|
2023
Q3 | $151K | Buy |
2,613
+1,069
| +69% | +$61.6K | 0.01% | 707 |
|
|
2023
Q2 | $92.4K | Buy |
1,544
+159
| +11% | +$9.51K | 0.01% | 885 |
|
|
2023
Q1 | $67K | Buy |
+1,385
| New | +$67K | 0.01% | 986 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7242 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7063 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 6978 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 6842 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 6754 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6541 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6308 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6088 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5899 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5684 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5534 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5483 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5398 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5231 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5308 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5225 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5121 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4935 |
|