Carson Wealth (CWM LLC)’s CNO Financial Group CNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
3,186
+179
| +6% | +$6.91K | ﹤0.01% | 2545 |
|
|
2025
Q1 | $125K | Buy |
3,007
+653
| +28% | +$27.1K | ﹤0.01% | 2235 |
|
|
2024
Q4 | $88K | Buy |
2,354
+604
| +35% | +$22.6K | ﹤0.01% | 2370 |
|
|
2024
Q3 | $61K | Buy |
1,750
+606
| +53% | +$21.1K | ﹤0.01% | 2544 |
|
|
2024
Q2 | $32K | Buy |
1,144
+447
| +64% | +$12.5K | ﹤0.01% | 2783 |
|
|
2024
Q1 | $19K | Buy |
697
+42
| +6% | +$1.15K | ﹤0.01% | 2931 |
|
|
2023
Q4 | $18K | Sell |
655
-6
| -0.9% | -$165 | ﹤0.01% | 2824 |
|
|
2023
Q3 | $16K | Buy |
661
+111
| +20% | +$2.69K | ﹤0.01% | 2825 |
|
|
2023
Q2 | $13K | Buy |
550
+89
| +19% | +$2.1K | ﹤0.01% | 2905 |
|
|
2023
Q1 | $10K | Buy |
461
+84
| +22% | +$1.82K | ﹤0.01% | 2932 |
|
|
2022
Q4 | $9K | Buy |
377
+141
| +60% | +$3.37K | ﹤0.01% | 2833 |
|
|
2022
Q3 | $4K | Buy |
236
+8
| +4% | +$136 | ﹤0.01% | 3147 |
|
|
2022
Q2 | $4K | Sell |
228
-82
| -26% | -$1.44K | ﹤0.01% | 3054 |
|
|
2022
Q1 | $8K | Buy |
310
+283
| +1,048% | +$7.3K | ﹤0.01% | 2594 |
|
|
2021
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 3249 |
|
|
2019
Q1 | – | Sell |
-538
| Closed | -$8K | – | 2937 |
|
|
2018
Q4 | $8K | Hold |
538
| – | – | ﹤0.01% | 1395 |
|
|
2018
Q3 | $11K | Sell |
538
-51
| -9% | -$1.04K | ﹤0.01% | 1123 |
|
|
2018
Q2 | $11K | Buy |
+589
| New | +$11K | ﹤0.01% | 967 |
|
|
2017
Q3 | – | Sell |
-4
| Closed | – | – | 1476 |
|
|
2017
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1211 |
|
|
2016
Q4 | – | Sell |
-180
| Closed | -$3K | – | 1106 |
|
|
2016
Q3 | $3K | Buy |
+180
| New | +$3K | ﹤0.01% | 871 |
|