Carson Wealth (CWM LLC)’s F&G Annuities & Life FG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95K | Buy |
2,963
+2,609
| +737% | +$83.7K | ﹤0.01% | 2775 |
|
|
2025
Q1 | $13K | Buy |
354
+49
| +16% | +$1.8K | ﹤0.01% | 3949 |
|
|
2024
Q4 | $13K | Buy |
305
+10
| +3% | +$426 | ﹤0.01% | 3706 |
|
|
2024
Q3 | $13K | Buy |
295
+6
| +2% | +$264 | ﹤0.01% | 3619 |
|
|
2024
Q2 | $11K | Buy |
289
+144
| +99% | +$5.48K | ﹤0.01% | 3477 |
|
|
2024
Q1 | $6K | Sell |
145
-13
| -8% | -$538 | ﹤0.01% | 3568 |
|
|
2023
Q4 | $7K | Buy |
158
+9
| +6% | +$399 | ﹤0.01% | 3338 |
|
|
2023
Q3 | $4K | Buy |
149
+9
| +6% | +$242 | ﹤0.01% | 3553 |
|
|
2023
Q2 | $3K | Sell |
140
-38
| -21% | -$814 | ﹤0.01% | 3627 |
|
|
2023
Q1 | $3K | Buy |
178
+99
| +125% | +$1.67K | ﹤0.01% | 3491 |
|
|
2022
Q4 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 3539 |
|