Carson Wealth (CWM LLC)’s Guaranty Bancshares GNTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Buy |
658
+185
| +39% | +$7.87K | ﹤0.01% | 3687 |
|
|
2025
Q1 | $19K | Buy |
473
+142
| +43% | +$5.7K | ﹤0.01% | 3700 |
|
|
2024
Q4 | $11K | Buy |
331
+21
| +7% | +$698 | ﹤0.01% | 3810 |
|
|
2024
Q3 | $11K | Buy |
310
+219
| +241% | +$7.77K | ﹤0.01% | 3731 |
|
|
2024
Q2 | $3K | Buy |
91
+90
| +9,000% | +$2.97K | ﹤0.01% | 4069 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4476 |
|
|
2023
Q2 | – | Sell |
-565
| Closed | -$16K | – | 4274 |
|
|
2023
Q1 | $16K | Buy |
565
+292
| +107% | +$8.27K | ﹤0.01% | 2649 |
|
|
2022
Q4 | $9K | Hold |
273
| – | – | ﹤0.01% | 2848 |
|
|
2022
Q3 | $9K | Hold |
273
| – | – | ﹤0.01% | 2745 |
|
|
2022
Q2 | $10K | Hold |
273
| – | – | ﹤0.01% | 2578 |
|
|
2022
Q1 | $10K | Buy |
+273
| New | +$10K | ﹤0.01% | 2468 |
|