Carson Wealth (CWM LLC)’s Alerus Financial ALRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
64,302
+4,547
| +8% | +$98.4K | ﹤0.01% | 1095 |
|
|
2025
Q1 | $1.1M | Buy |
59,755
+584
| +1% | +$10.8K | ﹤0.01% | 1073 |
|
|
2024
Q4 | $1.14M | Buy |
59,171
+761
| +1% | +$14.6K | ﹤0.01% | 1012 |
|
|
2024
Q3 | $1.34M | Buy |
58,410
+117
| +0.2% | +$2.68K | 0.01% | 873 |
|
|
2024
Q2 | $1.14M | Buy |
58,293
+58,225
| +85,625% | +$1.14M | 0.01% | 822 |
|
|
2024
Q1 | $1K | Buy |
68
+2
| +3% | +$29 | ﹤0.01% | 4060 |
|
|
2023
Q4 | $1K | Hold |
66
| – | – | ﹤0.01% | 3883 |
|
|
2023
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 3906 |
|
|
2023
Q2 | $1K | Sell |
66
-42
| -39% | -$636 | ﹤0.01% | 3887 |
|
|
2023
Q1 | $2K | Sell |
108
-56
| -34% | -$1.04K | ﹤0.01% | 3602 |
|
|
2022
Q4 | $4K | Hold |
164
| – | – | ﹤0.01% | 3254 |
|
|
2022
Q3 | $4K | Buy |
+164
| New | +$4K | ﹤0.01% | 3125 |
|