Concourse Financial Group Securities’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,300
| Closed | -$159K | – | 7979 |
|
|
2024
Q4 | $159K | Buy |
2,300
+418
| +22% | +$29K | 0.01% | 801 |
|
|
2024
Q3 | $116K | Buy |
1,882
+933
| +98% | +$57.4K | 0.01% | 897 |
|
|
2024
Q2 | $50.3K | Sell |
949
-110
| -10% | -$5.83K | ﹤0.01% | 1169 |
|
|
2024
Q1 | $57.2K | Hold |
1,059
| – | – | ﹤0.01% | 1130 |
|
|
2023
Q4 | $48.1K | Sell |
1,059
-14
| -1% | -$636 | ﹤0.01% | 1150 |
|
|
2023
Q3 | $42.6K | Buy |
1,073
+14
| +1% | +$556 | ﹤0.01% | 1134 |
|
|
2023
Q2 | $46.6K | Hold |
1,059
| – | – | ﹤0.01% | 1119 |
|
|
2023
Q1 | $39.1K | Hold |
1,059
| – | – | ﹤0.01% | 1197 |
|
|
2022
Q4 | $36K | Sell |
1,059
-524
| -33% | -$17.8K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $42K | Hold |
1,583
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q2 | $49K | Buy |
1,583
+4
| +0.3% | +$124 | ﹤0.01% | 1100 |
|
|
2022
Q1 | $59K | Buy |
1,579
+350
| +28% | +$13.1K | ﹤0.01% | 1076 |
|
|
2021
Q4 | $43K | Sell |
1,229
-266
| -18% | -$9.31K | ﹤0.01% | 1346 |
|
|
2021
Q3 | $52K | Sell |
1,495
-350
| -19% | -$12.2K | ﹤0.01% | 1286 |
|
|
2021
Q2 | $71K | Sell |
1,845
-203
| -10% | -$7.81K | ﹤0.01% | 1139 |
|
|
2021
Q1 | $78K | Buy |
2,048
+110
| +6% | +$4.19K | 0.01% | 1052 |
|
|
2020
Q4 | $65K | Sell |
1,938
-522
| -21% | -$17.5K | ﹤0.01% | 1069 |
|
|
2020
Q3 | $55K | Buy |
2,460
+220
| +10% | +$4.92K | ﹤0.01% | 1023 |
|
|
2020
Q2 | $44K | Buy |
2,240
+2,052
| +1,091% | +$40.3K | ﹤0.01% | 1036 |
|
|
2020
Q1 | $3K | Sell |
188
-80
| -30% | -$1.28K | ﹤0.01% | 1823 |
|
|
2019
Q4 | $11K | Buy |
268
+65
| +32% | +$2.67K | ﹤0.01% | 1419 |
|
|
2019
Q3 | $8K | Sell |
203
-160
| -44% | -$6.31K | ﹤0.01% | 1219 |
|
|
2019
Q2 | $13K | Hold |
363
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q1 | $12K | Sell |
363
-15
| -4% | -$496 | ﹤0.01% | 1464 |
|
|
2018
Q4 | $11K | Sell |
378
-222
| -37% | -$6.46K | ﹤0.01% | 1403 |
|
|
2018
Q3 | $18K | Buy |
+600
| New | +$18K | 0.01% | 897 |
|