Carson Wealth (CWM LLC)’s LGI Homes LGIH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$151K Buy
2,933
+1,755
+149% +$90.4K ﹤0.01% 2404
2025
Q1
$78K Buy
1,178
+394
+50% +$26.1K ﹤0.01% 2628
2024
Q4
$70K Sell
784
-83
-10% -$7.41K ﹤0.01% 2532
2024
Q3
$103K Buy
867
+187
+28% +$22.2K ﹤0.01% 2179
2024
Q2
$61K Buy
680
+77
+13% +$6.91K ﹤0.01% 2329
2024
Q1
$70K Sell
603
-2
-0.3% -$232 ﹤0.01% 2088
2023
Q4
$81K Buy
605
+376
+164% +$50.3K ﹤0.01% 1879
2023
Q3
$23K Sell
229
-40
-15% -$4.02K ﹤0.01% 2601
2023
Q2
$36K Buy
269
+64
+31% +$8.57K ﹤0.01% 2231
2023
Q1
$23K Sell
205
-12
-6% -$1.35K ﹤0.01% 2403
2022
Q4
$20K Sell
217
-357
-62% -$32.9K ﹤0.01% 2369
2022
Q3
$47K Sell
574
-78
-12% -$6.39K ﹤0.01% 1685
2022
Q2
$57K Sell
652
-100
-13% -$8.74K ﹤0.01% 1565
2022
Q1
$73K Buy
752
+140
+23% +$13.6K ﹤0.01% 1447
2021
Q4
$95K Buy
+612
New +$95K ﹤0.01% 1313
2021
Q2
$91K Hold
560
﹤0.01% 1168
2021
Q1
$91K Hold
560
﹤0.01% 1168
2020
Q4
$91K Hold
560
﹤0.01% 1168
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% -$4.06K ﹤0.01% 1168
2018
Q4
$26K Buy
585
+11
+2% +$489 ﹤0.01% 1060
2018
Q3
$27K Buy
574
+14
+3% +$659 ﹤0.01% 885
2018
Q2
$32K Hold
560
﹤0.01% 726
2018
Q1
$40K Hold
560
﹤0.01% 594
2017
Q4
$42K Hold
560
﹤0.01% 559
2017
Q3
$27K Hold
560
﹤0.01% 646
2017
Q2
$23K Hold
560
﹤0.01% 614
2017
Q1
$19K Hold
560
﹤0.01% 608
2016
Q4
$16K Hold
560
﹤0.01% 631
2016
Q3
$21K Buy
+560
New +$21K ﹤0.01% 545