Concourse Financial Group Securities’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32
| Closed | -$25K | – | 7957 |
|
|
2024
Q4 | $25K | Buy |
32
+22
| +220% | +$17.2K | ﹤0.01% | 1479 |
|
|
2024
Q3 | $8.1K | Sell |
10
-219
| -96% | -$177K | ﹤0.01% | 1746 |
|
|
2024
Q2 | $148K | Sell |
229
-1
| -0.4% | -$647 | 0.01% | 802 |
|
|
2024
Q1 | $166K | Buy |
230
+12
| +6% | +$8.65K | 0.01% | 736 |
|
|
2023
Q4 | $125K | Buy |
218
+206
| +1,717% | +$118K | 0.01% | 827 |
|
|
2023
Q3 | $5.33K | Sell |
12
-4
| -25% | -$1.78K | ﹤0.01% | 1805 |
|
|
2023
Q2 | $7.13K | Sell |
16
-45
| -74% | -$20K | ﹤0.01% | 1752 |
|
|
2023
Q1 | $24.1K | Sell |
61
-8
| -12% | -$3.17K | ﹤0.01% | 1398 |
|
|
2022
Q4 | $24.5K | Buy |
69
+8
| +13% | +$2.84K | ﹤0.01% | 1391 |
|
|
2022
Q3 | $16K | Buy |
61
+21
| +53% | +$5.51K | ﹤0.01% | 1369 |
|
|
2022
Q2 | $10K | Sell |
40
-2,286
| -98% | -$572K | ﹤0.01% | 1666 |
|
|
2022
Q1 | $826K | Buy |
2,326
+1,229
| +112% | +$436K | 0.06% | 310 |
|
|
2021
Q4 | $365K | Buy |
1,097
+1,075
| +4,886% | +$358K | 0.02% | 550 |
|
|
2021
Q3 | $8K | Buy |
+22
| New | +$8K | ﹤0.01% | 1958 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6532 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$23K | – | 6310 |
|
|
2020
Q4 | $23K | Hold |
100
| – | – | ﹤0.01% | 1420 |
|
|
2020
Q3 | $17K | Hold |
100
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 1395 |
|
|
2020
Q1 | $10K | Sell |
100
-104
| -51% | -$10.4K | ﹤0.01% | 1460 |
|
|
2019
Q4 | $34K | Buy |
204
+187
| +1,100% | +$31.2K | ﹤0.01% | 1081 |
|
|
2019
Q3 | $2K | Sell |
17
-1,324
| -99% | -$156K | ﹤0.01% | 1578 |
|
|
2019
Q2 | $178K | Sell |
1,341
-66
| -5% | -$8.76K | 0.02% | 497 |
|
|
2019
Q1 | $160K | Sell |
1,407
-143
| -9% | -$16.3K | 0.02% | 552 |
|
|
2018
Q4 | $158K | Buy |
1,550
+139
| +10% | +$14.2K | 0.02% | 494 |
|
|
2018
Q3 | $231K | Buy |
+1,411
| New | +$231K | 0.07% | 255 |
|