Carson Wealth (CWM LLC)’s Atlanticus Holdings ATLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90K | Sell |
1,637
-14
| -0.8% | -$770 | ﹤0.01% | 2809 |
|
|
2025
Q1 | $84K | Buy |
1,651
+64
| +4% | +$3.26K | ﹤0.01% | 2565 |
|
|
2024
Q4 | $89K | Buy |
1,587
+7
| +0.4% | +$393 | ﹤0.01% | 2356 |
|
|
2024
Q3 | $55K | Buy |
1,580
+22
| +1% | +$766 | ﹤0.01% | 2608 |
|
|
2024
Q2 | $44K | Buy |
1,558
+21
| +1% | +$593 | ﹤0.01% | 2554 |
|
|
2024
Q1 | $45K | Buy |
1,537
+1
| +0.1% | +$29 | ﹤0.01% | 2346 |
|
|
2023
Q4 | $59K | Hold |
1,536
| – | – | ﹤0.01% | 2061 |
|
|
2023
Q3 | $47K | Hold |
1,536
| – | – | ﹤0.01% | 2096 |
|
|
2023
Q2 | $65K | Hold |
1,536
| – | – | ﹤0.01% | 1808 |
|
|
2023
Q1 | $42K | Hold |
1,536
| – | – | ﹤0.01% | 1981 |
|
|
2022
Q4 | $40K | Hold |
1,536
| – | – | ﹤0.01% | 1867 |
|
|
2022
Q3 | $40K | Hold |
1,536
| – | – | ﹤0.01% | 1761 |
|
|
2022
Q2 | $54K | Hold |
1,536
| – | – | ﹤0.01% | 1595 |
|
|
2022
Q1 | $80K | Hold |
1,536
| – | – | ﹤0.01% | 1411 |
|
|
2021
Q4 | $110K | Buy |
+1,536
| New | +$110K | ﹤0.01% | 1258 |
|
|
2021
Q2 | $61K | Hold |
1,536
| – | – | ﹤0.01% | 1314 |
|
|
2021
Q1 | $61K | Hold |
1,536
| – | – | ﹤0.01% | 1314 |
|
|
2020
Q4 | $61K | Hold |
1,536
| – | – | ﹤0.01% | 1314 |
|
|
2020
Q3 | $61K | Hold |
1,536
| – | – | ﹤0.01% | 1314 |
|
|
2020
Q2 | $61K | Hold |
1,536
| – | – | ﹤0.01% | 1314 |
|
|
2020
Q1 | $61K | Hold |
1,536
| – | – | ﹤0.01% | 1314 |
|
|
2019
Q4 | $61K | Hold |
1,536
| – | – | ﹤0.01% | 1314 |
|
|
2019
Q3 | $61K | Hold |
1,536
| – | – | ﹤0.01% | 1314 |
|
|
2019
Q2 | $61K | Hold |
1,536
| – | – | ﹤0.01% | 1314 |
|
|
2019
Q1 | $61K | Buy |
+1,536
| New | +$61K | ﹤0.01% | 1314 |
|