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Concourse Financial Group Securities’s Toyota TM Stock Holding History

Concourse Financial Group Securities’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-292
Closed -$54.5K – 1866
2024
Q4 		$54.5K Buy
292
+44
+18% +$7.74K ﹤0.01% 1178
2024
Q3 		$44.3K Buy
248
+178
+254% +$33.3K ﹤0.01% 1231
2024
Q2 		$14.3K Buy
70
+3
+4% +$664 ﹤0.01% 1601
2024
Q1 		$16.9K Sell
67
-34
-34% -$7.53K ﹤0.01% 1558
2023
Q4 		$18.5K Sell
101
-2
-2% -$365 ﹤0.01% 1509
2023
Q3 		$18.5K Sell
103
-195
-65% -$33.3K ﹤0.01% 1462
2023
Q2 		$47.9K Sell
298
-36
-11% -$5.18K ﹤0.01% 1106
2023
Q1 		$47.3K Sell
334
-7
-2% -$984 ﹤0.01% 1124
2022
Q4 		$46.6K Buy
341
+103
+43% +$14.4K ﹤0.01% 1108
2022
Q3 		$31K Hold
238
– – ﹤0.01% 1142
2022
Q2 		$37K Buy
238
+43
+22% +$7.11K ﹤0.01% 1217
2022
Q1 		$35K Sell
195
-50
-20% -$9.35K ﹤0.01% 1272
2021
Q4 		$45K Buy
245
+120
+96% +$21.6K ﹤0.01% 1334
2021
Q3 		$22K Hold
125
– – ﹤0.01% 1637
2021
Q2 		$22K Sell
125
-25
-17% -$4.1K ﹤0.01% 1620
2021
Q1 		$23K Hold
150
– – ﹤0.01% 1525
2020
Q4 		$23K Hold
150
– – ﹤0.01% 1423
2020
Q3 		$20K Sell
150
-475
-76% -$61.8K ﹤0.01% 1368
2020
Q2 		$79K Sell
625
-2
-0.3% -$248 0.01% 810
2020
Q1 		$75K Buy
627
+12
+2% +$1.6K 0.01% 752
2019
Q4 		$86K Buy
615
+479
+352% +$66.9K 0.01% 758
2019
Q3 		$18K Sell
136
-743
-85% -$97.3K ﹤0.01% 997
2019
Q2 		$109K Buy
879
+144
+20% +$17.6K 0.01% 645
2019
Q1 		$86K Sell
735
-59
-7% -$7.14K 0.01% 719
2018
Q4 		$92K Buy
794
+44
+6% +$5.21K 0.01% 645
2018
Q3 		$93K Buy
+750
New +$94.8K 0.03% 445

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Concourse Financial Group Securities's TM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Toyota (TM) in Q1 2025, closing a stake of 292 shares — an estimated $54.5K sold.

Concourse Financial Group Securities first reported a position in TM in Q3 2018 and held it in 26 quarters. The position peaked at $109K in Q2 2019. 609 funds tracked by Wall St. Rank hold TM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Toyota position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 292 Toyota shares in Q1 2025, an estimated $54.5K.
  • Concourse Financial Group Securities first reported a position in Toyota in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Toyota position peaked at $109K in Q2 2019.
  • 609 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.