Carson Wealth (CWM LLC)’s LGI Homes LGIH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $121K | Buy |
3,050
+1,719
| +129% | +$83.8K | ﹤0.01% | 3102 |
|
|
2025
Q4 | $57K | Sell |
1,331
-3,076
| -70% | -$144K | ﹤0.01% | 3503 |
|
|
2025
Q3 | $228K | Buy |
4,407
+1,474
| +50% | +$85.9K | ﹤0.01% | 2348 |
|
|
2025
Q2 | $151K | Buy |
2,933
+1,755
| +149% | +$96K | ﹤0.01% | 2406 |
|
|
2025
Q1 | $78K | Buy |
1,178
+394
| +50% | +$31.8K | ﹤0.01% | 2630 |
|
|
2024
Q4 | $70K | Sell |
784
-83
| -10% | -$8.71K | ﹤0.01% | 2534 |
|
|
2024
Q3 | $103K | Buy |
867
+187
| +28% | +$19.7K | ﹤0.01% | 2181 |
|
|
2024
Q2 | $61K | Buy |
680
+77
| +13% | +$7.43K | ﹤0.01% | 2331 |
|
|
2024
Q1 | $70K | Sell |
603
-2
| -0.3% | -$236 | ﹤0.01% | 2090 |
|
|
2023
Q4 | $81K | Buy |
605
+376
| +164% | +$41.7K | ﹤0.01% | 1881 |
|
|
2023
Q3 | $23K | Sell |
229
-40
| -15% | -$4.96K | ﹤0.01% | 2602 |
|
|
2023
Q2 | $36K | Buy |
269
+64
| +31% | +$7.67K | ﹤0.01% | 2234 |
|
|
2023
Q1 | $23K | Sell |
205
-12
| -6% | -$1.3K | ﹤0.01% | 2405 |
|
|
2022
Q4 | $20K | Sell |
217
-357
| -62% | -$32.6K | ﹤0.01% | 2371 |
|
|
2022
Q3 | $47K | Sell |
574
-78
| -12% | -$7.64K | ﹤0.01% | 1687 |
|
|
2022
Q2 | $57K | Sell |
652
-100
| -13% | -$9.27K | ﹤0.01% | 1567 |
|
|
2022
Q1 | $73K | Buy |
752
+140
| +23% | +$17.3K | ﹤0.01% | 1449 |
|
|
2021
Q4 | $95K | Buy |
+612
| New | +$89.6K | ﹤0.01% | 1315 |
|
|
2021
Q2 | $91K | Hold |
560
| – | – | ﹤0.01% | 1170 |
|
|
2021
Q1 | $91K | Hold |
560
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q4 | $91K | Hold |
560
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q3 | $91K | Hold |
560
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q2 | $91K | Hold |
560
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q1 | $91K | Hold |
560
| – | – | ﹤0.01% | 1168 |
|
|
2019
Q4 | $91K | Hold |
560
| – | – | ﹤0.01% | 1168 |
|
|
2019
Q3 | $91K | Hold |
560
| – | – | ﹤0.01% | 1168 |
|
|
2019
Q2 | $91K | Hold |
560
| – | – | ﹤0.01% | 1168 |
|
|
2019
Q1 | $91K | Sell |
560
-25
| -4% | -$1.45K | ﹤0.01% | 1168 |
|
|
2018
Q4 | $26K | Buy |
585
+11
| +2% | +$465 | ﹤0.01% | 1063 |
|
|
2018
Q3 | $27K | Buy |
574
+14
| +3% | +$770 | ﹤0.01% | 887 |
|
|
2018
Q2 | $32K | Hold |
560
| – | – | ﹤0.01% | 729 |
|
|
2018
Q1 | $40K | Hold |
560
| – | – | ﹤0.01% | 595 |
|
|
2017
Q4 | $42K | Hold |
560
| – | – | ﹤0.01% | 560 |
|
|
2017
Q3 | $27K | Hold |
560
| – | – | ﹤0.01% | 647 |
|
|
2017
Q2 | $23K | Hold |
560
| – | – | ﹤0.01% | 615 |
|
|
2017
Q1 | $19K | Hold |
560
| – | – | ﹤0.01% | 609 |
|
|
2016
Q4 | $16K | Hold |
560
| – | – | ﹤0.01% | 632 |
|
|
2016
Q3 | $21K | Buy |
+560
| New | +$19.8K | ﹤0.01% | 546 |
|
Other funds holding LGIH
VPM
AS
CU
VCM
RRAM
DGI
