Carson Wealth (CWM LLC)’s Green Dot GDOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93K | Buy |
8,664
+4,926
| +132% | +$52.9K | ﹤0.01% | 2790 |
|
|
2025
Q1 | $32K | Sell |
3,738
-2,685
| -42% | -$23K | ﹤0.01% | 3329 |
|
|
2024
Q4 | $68K | Sell |
6,423
-180
| -3% | -$1.91K | ﹤0.01% | 2561 |
|
|
2024
Q3 | $77K | Buy |
6,603
+597
| +10% | +$6.96K | ﹤0.01% | 2358 |
|
|
2024
Q2 | $57K | Buy |
6,006
+1,691
| +39% | +$16K | ﹤0.01% | 2383 |
|
|
2024
Q1 | $40K | Buy |
4,315
+3,076
| +248% | +$28.5K | ﹤0.01% | 2448 |
|
|
2023
Q4 | $12K | Buy |
1,239
+666
| +116% | +$6.45K | ﹤0.01% | 3074 |
|
|
2023
Q3 | $8K | Sell |
573
-632
| -52% | -$8.82K | ﹤0.01% | 3238 |
|
|
2023
Q2 | $23K | Sell |
1,205
-32
| -3% | -$611 | ﹤0.01% | 2535 |
|
|
2023
Q1 | $21K | Sell |
1,237
-448
| -27% | -$7.61K | ﹤0.01% | 2467 |
|
|
2022
Q4 | $27K | Buy |
1,685
+1,254
| +291% | +$20.1K | ﹤0.01% | 2150 |
|
|
2022
Q3 | $8K | Sell |
431
-163
| -27% | -$3.03K | ﹤0.01% | 2809 |
|
|
2022
Q2 | $15K | Buy |
594
+283
| +91% | +$7.15K | ﹤0.01% | 2308 |
|
|
2022
Q1 | $9K | Buy |
311
+4
| +1% | +$116 | ﹤0.01% | 2530 |
|
|
2021
Q4 | $11K | Buy |
+307
| New | +$11K | ﹤0.01% | 2294 |
|
|
2021
Q2 | $10K | Hold |
210
| – | – | ﹤0.01% | 2096 |
|
|
2021
Q1 | $10K | Hold |
210
| – | – | ﹤0.01% | 2096 |
|
|
2020
Q4 | $10K | Hold |
210
| – | – | ﹤0.01% | 2096 |
|
|
2020
Q3 | $10K | Hold |
210
| – | – | ﹤0.01% | 2096 |
|
|
2020
Q2 | $10K | Hold |
210
| – | – | ﹤0.01% | 2096 |
|
|
2020
Q1 | $10K | Hold |
210
| – | – | ﹤0.01% | 2096 |
|
|
2019
Q4 | $10K | Hold |
210
| – | – | ﹤0.01% | 2096 |
|
|
2019
Q3 | $10K | Hold |
210
| – | – | ﹤0.01% | 2096 |
|
|
2019
Q2 | $10K | Hold |
210
| – | – | ﹤0.01% | 2096 |
|
|
2019
Q1 | $10K | Buy |
+210
| New | +$10K | ﹤0.01% | 2096 |
|