CFGS
UBOH

Concourse Financial Group Securities’s United Bancshares Inc/OH UBOH Stock Holding History

Concourse Financial Group Securities’s Portfolio UBOH Stock Details UBOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-339
Closed -$10K – 2363
2022
Q2 		$10K Hold
339
– – ﹤0.01% 1673
2022
Q1 		$11K Buy
+339
New +$11K ﹤0.01% 1666

Other funds holding UBOH

PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Concourse Financial Group Securities's UBOH Position: Q3 2022 in Review

Concourse Financial Group Securities sold out of United Bancshares Inc/OH (UBOH) in Q3 2022, closing a stake of 339 shares — an estimated $10K sold.

Concourse Financial Group Securities first reported a position in UBOH in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 2 funds tracked by Wall St. Rank hold UBOH as of Q3 2022.

  • Concourse Financial Group Securities reported no remaining United Bancshares Inc/OH position as of Q3 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 339 United Bancshares Inc/OH shares in Q3 2022, an estimated $10K.
  • Concourse Financial Group Securities first reported a position in United Bancshares Inc/OH in Q1 2022 and held it in 2 quarters.
  • Concourse Financial Group Securities's United Bancshares Inc/OH position peaked at $11K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held United Bancshares Inc/OH as of Q3 2022.

Based on Concourse Financial Group Securities's 13F filing for Q3 2022, filed 15 Nov 2022.