Concourse Financial Group Securities’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-649
| Closed | -$16K | – | 8636 |
|
|
2024
Q4 | $16K | Buy |
+649
| New | +$16K | ﹤0.01% | 1608 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8723 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8733 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8735 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8664 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8452 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8241 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7937 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7950 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7775 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7653 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7513 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7382 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7133 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6873 |
|