Concourse Financial Group Securities’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 8556 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8650 |
|
|
2024
Q3 | – | Sell |
-354
| Closed | -$6.23K | – | 8655 |
|
|
2024
Q2 | $6.23K | Sell |
354
-14
| -4% | -$246 | ﹤0.01% | 1813 |
|
|
2024
Q1 | $9.44K | Sell |
368
-45
| -11% | -$1.16K | ﹤0.01% | 1724 |
|
|
2023
Q4 | $10.8K | Buy |
413
+15
| +4% | +$391 | ﹤0.01% | 1658 |
|
|
2023
Q3 | $9.17K | Buy |
398
+25
| +7% | +$576 | ﹤0.01% | 1671 |
|
|
2023
Q2 | $8.75K | Sell |
373
-31
| -8% | -$727 | ﹤0.01% | 1686 |
|
|
2023
Q1 | $4.8K | Hold |
404
| – | – | ﹤0.01% | 1875 |
|
|
2022
Q4 | $6.2K | Buy |
+404
| New | +$6.2K | ﹤0.01% | 1796 |
|
|
2022
Q3 | – | Sell |
-411
| Closed | -$7K | – | 7709 |
|
|
2022
Q2 | $7K | Buy |
411
+8
| +2% | +$136 | ﹤0.01% | 1778 |
|
|
2022
Q1 | $12K | Buy |
403
+328
| +437% | +$9.77K | ﹤0.01% | 1642 |
|
|
2021
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 2230 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7085 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6828 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6583 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6384 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6172 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6017 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5936 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5854 |
|