Carson Wealth (CWM LLC)
LGTY

Carson Wealth (CWM LLC)’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LGTY Stock Details LGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,137
Closed -$59K – 5382
2025
Q1 		$59K Sell
4,137
-810
-16% -$10.8K ﹤0.01% 2847
2024
Q4 		$55K Sell
4,947
-884
-15% -$9.63K ﹤0.01% 2737
2024
Q3 		$65K Buy
5,831
+5,252
+907% +$54.6K ﹤0.01% 2499
2024
Q2 		$5K Sell
579
-330
-36% -$3.37K ﹤0.01% 3922
2024
Q1 		$10K Buy
909
+680
+297% +$7.66K ﹤0.01% 3370
2023
Q4 		$3K Sell
229
-48
-17% -$516 ﹤0.01% 3760
2023
Q3 		$3K Buy
277
+133
+92% +$1.48K ﹤0.01% 3729
2023
Q2 		$2K Buy
+144
New +$1.74K ﹤0.01% 3869
2023
Q1 		– Sell
-65
Closed -$1K – 4385
2022
Q4 		$1K Buy
+65
New +$998 ﹤0.01% 3892
2022
Q1 		– Sell
-15
Closed – – 3926
2021
Q4 		$0 Buy
+15
New +$399 ﹤0.01% 3673
2018
Q4 		– Sell
-72
Closed -$1K – 2275
2018
Q3 		$1K Hold
72
– – ﹤0.01% 1779
2018
Q2 		$1K Buy
+72
New +$971 ﹤0.01% 1625

Other funds holding LGTY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LGTY Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Logility Supply Chain Solutions, Inc. Common Stock (LGTY) in Q2 2025, closing a stake of 4,137 shares — an estimated $59K sold.

Carson Wealth (CWM LLC) first reported a position in LGTY in Q2 2018 and held it in 12 quarters. The position peaked at $65K in Q3 2024. 2 funds tracked by Wall St. Rank hold LGTY as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Logility Supply Chain Solutions, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,137 Logility Supply Chain Solutions, Inc. Common Stock shares in Q2 2025, an estimated $59K.
  • Carson Wealth (CWM LLC) first reported a position in Logility Supply Chain Solutions, Inc. Common Stock in Q2 2018 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Logility Supply Chain Solutions, Inc. Common Stock position peaked at $65K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Logility Supply Chain Solutions, Inc. Common Stock as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.