Carson Wealth (CWM LLC)’s Flowers Foods FLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
25,917
+20,024
+340% +$320K ﹤0.01% 1676
2025
Q1
$112K Sell
5,893
-1,371
-19% -$26.1K ﹤0.01% 2342
2024
Q4
$150K Sell
7,264
-11,354
-61% -$234K ﹤0.01% 2017
2024
Q3
$430K Buy
18,618
+7,051
+61% +$163K ﹤0.01% 1383
2024
Q2
$257K Buy
11,567
+10,522
+1,007% +$234K ﹤0.01% 1460
2024
Q1
$25K Sell
1,045
-375
-26% -$8.97K ﹤0.01% 2751
2023
Q4
$32K Buy
1,420
+45
+3% +$1.01K ﹤0.01% 2467
2023
Q3
$30K Sell
1,375
-65
-5% -$1.42K ﹤0.01% 2407
2023
Q2
$36K Sell
1,440
-874
-38% -$21.9K ﹤0.01% 2224
2023
Q1
$63K Buy
2,314
+367
+19% +$9.99K ﹤0.01% 1739
2022
Q4
$56K Buy
1,947
+349
+22% +$10K ﹤0.01% 1671
2022
Q3
$39K Buy
1,598
+88
+6% +$2.15K ﹤0.01% 1784
2022
Q2
$40K Sell
1,510
-117
-7% -$3.1K ﹤0.01% 1722
2022
Q1
$42K Sell
1,627
-309
-16% -$7.98K ﹤0.01% 1679
2021
Q4
$53K Buy
+1,936
New +$53K ﹤0.01% 1543
2021
Q2
$28K Hold
1,156
﹤0.01% 1639
2021
Q1
$28K Hold
1,156
﹤0.01% 1639
2020
Q4
$28K Hold
1,156
﹤0.01% 1639
2020
Q3
$28K Hold
1,156
﹤0.01% 1639
2020
Q2
$28K Hold
1,156
﹤0.01% 1639
2020
Q1
$28K Hold
1,156
﹤0.01% 1639
2019
Q4
$28K Hold
1,156
﹤0.01% 1639
2019
Q3
$28K Hold
1,156
﹤0.01% 1639
2019
Q2
$28K Hold
1,156
﹤0.01% 1639
2019
Q1
$28K Buy
+1,156
New +$28K ﹤0.01% 1639
2018
Q4
Sell
-52
Closed -$1K 2134
2018
Q3
$1K Buy
+52
New +$1K ﹤0.01% 1658
2016
Q4
Sell
-2,500
Closed -$38K 1123
2016
Q3
$38K Buy
+2,500
New +$38K ﹤0.01% 457