Allworth Financial’s Carpenter Technology CRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
7,172
+1,258
| +21% | +$348K | 0.01% | 479 |
|
|
2025
Q1 | $1.18M | Sell |
5,914
-996
| -14% | -$199K | 0.01% | 489 |
|
|
2024
Q4 | $1.43M | Buy |
6,910
+6,888
| +31,309% | +$1.43M | 0.01% | 464 |
|
|
2024
Q3 | $3.51K | Buy |
22
+6
| +38% | +$958 | ﹤0.01% | 2721 |
|
|
2024
Q2 | $1.91K | Hold |
16
| – | – | ﹤0.01% | 2944 |
|
|
2024
Q1 | $1.14K | Sell |
16
-20
| -56% | -$1.43K | ﹤0.01% | 3037 |
|
|
2023
Q4 | $2.55K | Buy |
36
+20
| +125% | +$1.42K | ﹤0.01% | 2568 |
|
|
2023
Q3 | $1.08K | Buy |
+16
| New | +$1.08K | ﹤0.01% | 2824 |
|