Carson Wealth (CWM LLC)’s Hilltop Holdings HTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
14,188
+11,377
| +405% | +$346K | ﹤0.01% | 1654 |
|
|
2025
Q1 | $86K | Buy |
2,811
+1,612
| +134% | +$49.3K | ﹤0.01% | 2545 |
|
|
2024
Q4 | $34K | Buy |
1,199
+398
| +50% | +$11.3K | ﹤0.01% | 3080 |
|
|
2024
Q3 | $26K | Buy |
801
+213
| +36% | +$6.91K | ﹤0.01% | 3201 |
|
|
2024
Q2 | $18K | Sell |
588
-122
| -17% | -$3.74K | ﹤0.01% | 3179 |
|
|
2024
Q1 | $22K | Hold |
710
| – | – | ﹤0.01% | 2824 |
|
|
2023
Q4 | $25K | Buy |
710
+102
| +17% | +$3.59K | ﹤0.01% | 2620 |
|
|
2023
Q3 | $17K | Hold |
608
| – | – | ﹤0.01% | 2786 |
|
|
2023
Q2 | $19K | Hold |
608
| – | – | ﹤0.01% | 2667 |
|
|
2023
Q1 | $18K | Hold |
608
| – | – | ﹤0.01% | 2572 |
|
|
2022
Q4 | $18K | Buy |
608
+214
| +54% | +$6.34K | ﹤0.01% | 2444 |
|
|
2022
Q3 | $10K | Buy |
394
+77
| +24% | +$1.95K | ﹤0.01% | 2675 |
|
|
2022
Q2 | $8K | Sell |
317
-437
| -58% | -$11K | ﹤0.01% | 2699 |
|
|
2022
Q1 | $22K | Buy |
754
+252
| +50% | +$7.35K | ﹤0.01% | 2015 |
|
|
2021
Q4 | $18K | Buy |
+502
| New | +$18K | ﹤0.01% | 2046 |
|
|
2021
Q2 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1291 |
|
|
2021
Q1 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1291 |
|
|
2020
Q4 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1291 |
|
|
2020
Q3 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1291 |
|
|
2020
Q2 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1291 |
|
|
2020
Q1 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1291 |
|
|
2019
Q4 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1291 |
|
|
2019
Q3 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1291 |
|
|
2019
Q2 | $65K | Hold |
1,778
| – | – | ﹤0.01% | 1291 |
|
|
2019
Q1 | $65K | Buy |
+1,778
| New | +$65K | ﹤0.01% | 1291 |
|
|
2018
Q1 | – | Sell |
-21,086
| Closed | -$534K | – | 1464 |
|
|
2017
Q4 | $534K | Hold |
21,086
| – | – | 0.02% | 263 |
|
|
2017
Q3 | $548K | Hold |
21,086
| – | – | 0.03% | 243 |
|
|
2017
Q2 | $553K | Hold |
21,086
| – | – | 0.03% | 235 |
|
|
2017
Q1 | $579K | Buy |
+21,086
| New | +$579K | 0.03% | 222 |
|
|
2015
Q4 | – | Sell |
-2,219
| Closed | -$44K | – | 713 |
|
|
2015
Q3 | $44K | Buy |
+2,219
| New | +$44K | ﹤0.01% | 292 |
|