Concourse Financial Group Securities’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,866
Closed -$1.21M 7845
2024
Q4
$1.21M Buy
17,866
+866
+5% +$58.7K 0.07% 287
2024
Q3
$1.28M Buy
17,000
+494
+3% +$37.1K 0.08% 253
2024
Q2
$1.2M Buy
16,506
+4,276
+35% +$311K 0.08% 251
2024
Q1
$942K Sell
12,230
-2,025
-14% -$156K 0.06% 305
2023
Q4
$878K Sell
14,255
-3,944
-22% -$243K 0.06% 313
2023
Q3
$837K Sell
18,199
-863
-5% -$39.7K 0.07% 298
2023
Q2
$823K Buy
19,062
+3,326
+21% +$144K 0.06% 318
2023
Q1
$499K Sell
15,736
-2,069
-12% -$65.6K 0.04% 432
2022
Q4
$440K Buy
17,805
+12,612
+243% +$312K 0.04% 438
2022
Q3
$138K Sell
5,193
-722
-12% -$19.2K 0.01% 629
2022
Q2
$121K Sell
5,915
-117
-2% -$2.39K 0.01% 741
2022
Q1
$215K Sell
6,032
-644
-10% -$23K 0.02% 613
2021
Q4
$280K Buy
6,676
+1,275
+24% +$53.5K 0.02% 617
2021
Q3
$242K Sell
5,401
-528
-9% -$23.7K 0.01% 652
2021
Q2
$297K Buy
5,929
+426
+8% +$21.3K 0.02% 593
2021
Q1
$300K Buy
5,503
+247
+5% +$13.5K 0.02% 553
2020
Q4
$268K Buy
5,256
+2,776
+112% +$142K 0.02% 533
2020
Q3
$90K Sell
2,480
-449
-15% -$16.3K 0.01% 827
2020
Q2
$91K Sell
2,929
-9,212
-76% -$286K 0.01% 755
2020
Q1
$339K Buy
12,141
+10,895
+874% +$304K 0.04% 338
2019
Q4
$37K Buy
1,246
+1,039
+502% +$30.9K ﹤0.01% 1052
2019
Q3
$6K Sell
207
-586
-74% -$17K ﹤0.01% 1286
2019
Q2
$37K Buy
+793
New +$37K ﹤0.01% 978