Carson Wealth (CWM LLC)’s First of Long Island Corp FLIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLIC Stock Details FLIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,375	Closed	-$178K	–	5169
2025 Q1	$178K	Sell	14,375 -517	-3%	-$6.45K	﹤0.01%	1996
2024 Q4	$174K	Buy	14,892 +224	+2%	+$2.99K	﹤0.01%	1918
2024 Q3	$189K	Buy	14,668 +6,856	+88%	+$83.5K	﹤0.01%	1783
2024 Q2	$78K	Buy	7,812 +5,819	+292%	+$59K	﹤0.01%	2153
2024 Q1	$22K	Buy	1,993 +1,975	+10,972%	+$23K	﹤0.01%	2822
2023 Q4	$0	Sell	18 -419	-96%	-$4.88K	﹤0.01%	4257
2023 Q3	$5K	Buy	437 +420	+2,471%	+$5.38K	﹤0.01%	3448
2023 Q2	$0	Buy	+17	New	+$198	﹤0.01%	4257

Other funds holding FLIC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLIC Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of First of Long Island Corp (FLIC) in Q2 2025, closing a stake of 14,375 shares — an estimated $178K sold.

Carson Wealth (CWM LLC) first reported a position in FLIC in Q2 2023 and held it in 8 quarters. The position peaked at $189K in Q3 2024. 2 funds tracked by Wall St. Rank hold FLIC as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining First of Long Island Corp position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 14,375 First of Long Island Corp shares in Q2 2025, an estimated $178K.
Carson Wealth (CWM LLC) first reported a position in First of Long Island Corp in Q2 2023 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s First of Long Island Corp position peaked at $189K in Q3 2024.
2 funds tracked by Wall St. Rank held First of Long Island Corp as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.