AFA
AllGen Financial Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
2,126
-2,967
| -58% | -$1.11M | 0.21% | 33 |
|
|
2025
Q1 | $1.73M | Buy |
5,093
+864
| +20% | +$294K | 0.51% | 29 |
|
|
2024
Q4 | $1.56M | Sell |
4,229
-79
| -2% | -$29.1K | 0.52% | 31 |
|
|
2024
Q3 | $1.94M | Buy |
4,308
+89
| +2% | +$40K | 0.63% | 30 |
|
|
2024
Q2 | $1.71M | Sell |
4,219
-672
| -14% | -$272K | 0.65% | 31 |
|
|
2024
Q1 | $1.92M | Sell |
4,891
-1,634
| -25% | -$640K | 0.78% | 29 |
|
|
2023
Q4 | $2.04M | Sell |
6,525
-137
| -2% | -$42.8K | 1.06% | 26 |
|
|
2023
Q3 | $1.73M | Sell |
6,662
-685
| -9% | -$178K | 1.23% | 23 |
|
|
2023
Q2 | $1.88M | Buy |
7,347
+1,306
| +22% | +$335K | 1.19% | 26 |
|
|
2023
Q1 | $1.37M | Buy |
6,041
+212
| +4% | +$47.9K | 0.95% | 27 |
|
|
2022
Q4 | $1.37M | Sell |
5,829
-812
| -12% | -$191K | 0.99% | 27 |
|
|
2022
Q3 | $1.86M | Sell |
6,641
-608
| -8% | -$170K | 1.45% | 19 |
|
|
2022
Q2 | $1.73M | Sell |
7,249
-696
| -9% | -$166K | 1.42% | 23 |
|
|
2022
Q1 | $1.95M | Sell |
7,945
-445
| -5% | -$109K | 1.63% | 20 |
|
|
2021
Q4 | $2.08M | Buy |
8,390
+109
| +1% | +$27K | 1.54% | 20 |
|
|
2021
Q3 | $1.65M | Buy |
8,281
+1,483
| +22% | +$295K | 1.34% | 17 |
|
|
2021
Q2 | $1.3M | Buy |
6,798
+3,124
| +85% | +$598K | 1% | 24 |
|
|
2021
Q1 | $605K | Sell |
3,674
-4,518
| -55% | -$744K | 0.49% | 30 |
|
|
2020
Q4 | $1.28M | Buy |
+8,192
| New | +$1.28M | 1.19% | 21 |
|