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 |
|