Concourse Financial Group Securities’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $888K | Buy |
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|
2024
Q3 | $763K | Buy |
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|
2024
Q2 | $585K | Buy |
|
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|
2024
Q1 | $551K | Buy |
|
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|
2023
Q4 | $516K | Buy |
|
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|
2023
Q3 | $107K | Sell |
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|
2023
Q2 | $121K | Sell |
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|
2023
Q1 | $134K | Sell |
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|
2022
Q4 | $309K | Sell |
|
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $475K | Buy |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | $147K | Sell |
|
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|
2021
Q3 | $134K | Sell |
|
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|
2021
Q2 | $147K | Buy |
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|
2021
Q1 | $134K | Sell |
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|
2020
Q4 | $137K | Sell |
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|
2020
Q3 | $160K | Buy |
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|
2020
Q2 | $134K | Buy |
|
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|
2020
Q1 | $130K | Sell |
|
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|
2019
Q4 | $138K | Buy |
|
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|
2019
Q3 | $62K | Buy |
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|
2019
Q2 | $34K | Buy |
|
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|
2019
Q1 | $22K | Buy |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q3 | $9K | Buy |
|