Carson Wealth (CWM LLC)’s Business First Bancshares BFST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61K | Buy |
2,469
+1,520
| +160% | +$37.6K | ﹤0.01% | 3112 |
|
|
2025
Q1 | $23K | Sell |
949
-5,008
| -84% | -$121K | ﹤0.01% | 3549 |
|
|
2024
Q4 | $153K | Buy |
5,957
+5,075
| +575% | +$130K | ﹤0.01% | 2002 |
|
|
2024
Q3 | $23K | Buy |
882
+259
| +42% | +$6.75K | ﹤0.01% | 3260 |
|
|
2024
Q2 | $14K | Buy |
623
+341
| +121% | +$7.66K | ﹤0.01% | 3324 |
|
|
2024
Q1 | $6K | Buy |
282
+4
| +1% | +$85 | ﹤0.01% | 3555 |
|
|
2023
Q4 | $7K | Hold |
278
| – | – | ﹤0.01% | 3325 |
|
|
2023
Q3 | $5K | Buy |
278
+109
| +64% | +$1.96K | ﹤0.01% | 3418 |
|
|
2023
Q2 | $3K | Buy |
+169
| New | +$3K | ﹤0.01% | 3598 |
|
|
2023
Q1 | – | Sell |
-69
| Closed | -$2K | – | 4037 |
|
|
2022
Q4 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 3500 |
|