Carson Wealth (CWM LLC)’s Blue Foundry Bancorp BLFY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3K Buy
355
+144
+68% +$1.22K ﹤0.01% 4738
2025
Q1
$2K Sell
211
-40
-16% -$379 ﹤0.01% 4718
2024
Q4
$2K Buy
251
+79
+46% +$629 ﹤0.01% 4501
2024
Q3
$2K Buy
172
+31
+22% +$360 ﹤0.01% 4358
2024
Q2
$1K Buy
141
+95
+207% +$674 ﹤0.01% 4318
2024
Q1
$0 Sell
46
-21
-31% ﹤0.01% 4322
2023
Q4
$1K Sell
67
-474
-88% -$7.08K ﹤0.01% 3899
2023
Q3
$5K Buy
541
+490
+961% +$4.53K ﹤0.01% 3420
2023
Q2
$1K Buy
51
+16
+46% +$314 ﹤0.01% 3903
2023
Q1
$0 Buy
35
+3
+9% ﹤0.01% 4041
2022
Q4
$0 Buy
+32
New ﹤0.01% 3959
2022
Q3
Sell
-59
Closed -$1K 3893
2022
Q2
$1K Buy
+59
New +$1K ﹤0.01% 3481
2022
Q1
Sell
-42
Closed -$1K 3512
2021
Q4
$1K Buy
+42
New +$1K ﹤0.01% 3230