Concourse Financial Group Securities’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,740
| Closed | -$163K | – | 8316 |
|
|
2024
Q4 | $163K | Sell |
2,740
-377
| -12% | -$22.4K | 0.01% | 796 |
|
|
2024
Q3 | $145K | Sell |
3,117
-16
| -0.5% | -$746 | 0.01% | 830 |
|
|
2024
Q2 | $137K | Buy |
3,133
+3
| +0.1% | +$131 | 0.01% | 828 |
|
|
2024
Q1 | $159K | Buy |
3,130
+142
| +5% | +$7.21K | 0.01% | 759 |
|
|
2023
Q4 | $152K | Sell |
2,988
-230
| -7% | -$11.7K | 0.01% | 751 |
|
|
2023
Q3 | $130K | Sell |
3,218
-46
| -1% | -$1.85K | 0.01% | 757 |
|
|
2023
Q2 | $123K | Buy |
3,264
+187
| +6% | +$7.06K | 0.01% | 803 |
|
|
2023
Q1 | $121K | Buy |
3,077
+19
| +0.6% | +$749 | 0.01% | 814 |
|
|
2022
Q4 | $145K | Sell |
3,058
-53
| -2% | -$2.51K | 0.01% | 711 |
|
|
2022
Q3 | $141K | Sell |
3,111
-156
| -5% | -$7.07K | 0.01% | 623 |
|
|
2022
Q2 | $138K | Sell |
3,267
-93
| -3% | -$3.93K | 0.01% | 707 |
|
|
2022
Q1 | $189K | Buy |
3,360
+2,780
| +479% | +$156K | 0.01% | 648 |
|
|
2021
Q4 | $32K | Hold |
580
| – | – | ﹤0.01% | 1474 |
|
|
2021
Q3 | $32K | Hold |
580
| – | – | ﹤0.01% | 1497 |
|
|
2021
Q2 | $31K | Hold |
580
| – | – | ﹤0.01% | 1494 |
|
|
2021
Q1 | $32K | Hold |
580
| – | – | ﹤0.01% | 1400 |
|
|
2020
Q4 | $24K | Hold |
580
| – | – | ﹤0.01% | 1399 |
|
|
2020
Q3 | $15K | Buy |
580
+267
| +85% | +$6.91K | ﹤0.01% | 1453 |
|
|
2020
Q2 | $9K | Sell |
313
-489
| -61% | -$14.1K | ﹤0.01% | 1529 |
|
|
2020
Q1 | $18K | Buy |
802
+445
| +125% | +$9.99K | ﹤0.01% | 1284 |
|
|
2019
Q4 | $19K | Buy |
357
+326
| +1,052% | +$17.4K | ﹤0.01% | 1273 |
|
|
2019
Q3 | $1K | Sell |
31
-313
| -91% | -$10.1K | ﹤0.01% | 1699 |
|
|
2019
Q2 | $16K | Sell |
344
-31
| -8% | -$1.44K | ﹤0.01% | 1338 |
|
|
2019
Q1 | $19K | Sell |
375
-13
| -3% | -$659 | ﹤0.01% | 1296 |
|
|
2018
Q4 | $19K | Buy |
388
+279
| +256% | +$13.7K | ﹤0.01% | 1184 |
|
|
2018
Q3 | $6K | Buy |
+109
| New | +$6K | ﹤0.01% | 1360 |
|