Carson Wealth (CWM LLC)’s Hannon Armstrong Sustainable Infrastructure Capital HASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $225K | Buy |
6,111
+88
| +1% | +$3.13K | ﹤0.01% | 2636 |
|
|
2025
Q4 | $189K | Buy |
6,023
+1,392
| +30% | +$43.8K | ﹤0.01% | 2617 |
|
|
2025
Q3 | $142K | Buy |
4,631
+79
| +2% | +$2.18K | ﹤0.01% | 2712 |
|
|
2025
Q2 | $122K | Buy |
4,552
+501
| +12% | +$13K | ﹤0.01% | 2555 |
|
|
2025
Q1 | $118K | Buy |
4,051
+383
| +10% | +$10.8K | ﹤0.01% | 2282 |
|
|
2024
Q4 | $98K | Sell |
3,668
-649
| -15% | -$20.3K | ﹤0.01% | 2294 |
|
|
2024
Q3 | $149K | Sell |
4,317
-216
| -5% | -$6.95K | ﹤0.01% | 1936 |
|
|
2024
Q2 | $134K | Buy |
4,533
+750
| +20% | +$21.9K | ﹤0.01% | 1800 |
|
|
2024
Q1 | $107K | Buy |
3,783
+114
| +3% | +$2.85K | ﹤0.01% | 1839 |
|
|
2023
Q4 | $101K | Buy |
3,669
+58
| +2% | +$1.26K | ﹤0.01% | 1765 |
|
|
2023
Q3 | $77K | Buy |
3,611
+1,642
| +83% | +$39.4K | ﹤0.01% | 1796 |
|
|
2023
Q2 | $49K | Buy |
1,969
+490
| +33% | +$12.8K | ﹤0.01% | 2003 |
|
|
2023
Q1 | $42K | Sell |
1,479
-18
| -1% | -$569 | ﹤0.01% | 1987 |
|
|
2022
Q4 | $43K | Buy |
1,497
+183
| +14% | +$5.33K | ﹤0.01% | 1818 |
|
|
2022
Q3 | $39K | Buy |
1,314
+110
| +9% | +$4.1K | ﹤0.01% | 1787 |
|
|
2022
Q2 | $46K | Buy |
1,204
+423
| +54% | +$16.8K | ﹤0.01% | 1663 |
|
|
2022
Q1 | $37K | Buy |
781
+249
| +47% | +$11.1K | ﹤0.01% | 1749 |
|
|
2021
Q4 | $28K | Buy |
+532
| New | +$30.7K | ﹤0.01% | 1807 |
|
|
2021
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 2658 |
|
|
2021
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 2658 |
|
|
2020
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 2657 |
|
|
2020
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 2656 |
|
|
2020
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 2655 |
|
|
2020
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 2655 |
|
|
2019
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 2655 |
|
|
2019
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 2655 |
|
|
2019
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 2655 |
|
|
2019
Q1 | $2K | Buy |
+32
| New | +$751 | ﹤0.01% | 2654 |
|
Other funds holding HASI
VPM
VCM
