Carson Wealth (CWM LLC)’s Lifestance Health LFST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Sell |
2,090
-258
| -11% | -$1.36K | ﹤0.01% | 4242 |
|
|
2025
Q1 | $16K | Buy |
2,348
+1,278
| +119% | +$8.71K | ﹤0.01% | 3829 |
|
|
2024
Q4 | $8K | Buy |
1,070
+862
| +414% | +$6.45K | ﹤0.01% | 3993 |
|
|
2024
Q3 | $1K | Buy |
208
+171
| +462% | +$822 | ﹤0.01% | 4616 |
|
|
2024
Q2 | $0 | Buy |
+37
| New | – | ﹤0.01% | 4765 |
|
|
2024
Q1 | – | Sell |
-411
| Closed | -$3K | – | 4533 |
|
|
2023
Q4 | $3K | Hold |
411
| – | – | ﹤0.01% | 3711 |
|
|
2023
Q3 | $3K | Hold |
411
| – | – | ﹤0.01% | 3677 |
|
|
2023
Q2 | $4K | Hold |
411
| – | – | ﹤0.01% | 3533 |
|
|
2023
Q1 | $3K | Hold |
411
| – | – | ﹤0.01% | 3523 |
|
|
2022
Q4 | $2K | Hold |
411
| – | – | ﹤0.01% | 3578 |
|
|
2022
Q3 | $3K | Hold |
411
| – | – | ﹤0.01% | 3313 |
|
|
2022
Q2 | $2K | Buy |
+411
| New | +$2K | ﹤0.01% | 3354 |
|
|
2022
Q1 | – | Sell |
-411
| Closed | -$4K | – | 3695 |
|
|
2021
Q4 | $4K | Buy |
+411
| New | +$4K | ﹤0.01% | 2836 |
|