Concourse Financial Group Securities’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,047
| Closed | -$27.7K | – | 8024 |
|
|
2024
Q4 | $27.7K | Sell |
2,047
-51
| -2% | -$691 | ﹤0.01% | 1443 |
|
|
2024
Q3 | $37.3K | Sell |
2,098
-82
| -4% | -$1.46K | ﹤0.01% | 1288 |
|
|
2024
Q2 | $36.4K | Sell |
2,180
-27
| -1% | -$451 | ﹤0.01% | 1315 |
|
|
2024
Q1 | $40.7K | Buy |
2,207
+49
| +2% | +$904 | ﹤0.01% | 1270 |
|
|
2023
Q4 | $35.2K | Buy |
2,158
+92
| +4% | +$1.5K | ﹤0.01% | 1269 |
|
|
2023
Q3 | $27.9K | Sell |
2,066
-62
| -3% | -$836 | ﹤0.01% | 1328 |
|
|
2023
Q2 | $35.1K | Sell |
2,128
-230
| -10% | -$3.79K | ﹤0.01% | 1222 |
|
|
2023
Q1 | $38.8K | Buy |
2,358
+68
| +3% | +$1.12K | ﹤0.01% | 1199 |
|
|
2022
Q4 | $36.4K | Sell |
2,290
-59
| -3% | -$939 | ﹤0.01% | 1211 |
|
|
2022
Q3 | $36K | Buy |
2,349
+362
| +18% | +$5.55K | ﹤0.01% | 1088 |
|
|
2022
Q2 | $28K | Buy |
1,987
+1,060
| +114% | +$14.9K | ﹤0.01% | 1327 |
|
|
2022
Q1 | $14K | Buy |
+927
| New | +$14K | ﹤0.01% | 1599 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7033 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 6808 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6567 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6344 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6145 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5934 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5779 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5713 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5626 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5460 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5515 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5420 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5322 |
|