Allworth Financial’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
|
|||||
|
2025
Q1 | $64.8K | Buy |
|
|||||
|
2024
Q4 | $51.5K | Buy |
|
|||||
|
2024
Q3 | $54K | Buy |
|
|||||
|
2024
Q2 | $49.2K | Buy |
|
|||||
|
2024
Q1 | $33.7K | Buy |
|
|||||
|
2023
Q4 | $26.6K | Buy |
|
|||||
|
2023
Q3 | $11.7K | Buy |
|
|||||
|
2023
Q2 | $6.67K | Sell |
|
|||||
|
2023
Q1 | $6.56K | Buy |
|
|||||
|
2022
Q4 | $4.48K | Sell |
|
|||||
|
2022
Q3 | $28K | Buy |
|
|||||
|
2022
Q2 | $21K | Buy |
|
|||||
|
2022
Q1 | $1K | Buy |
|