Carson Wealth (CWM LLC)’s Landsea Homes LSEA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LSEA Stock Details LSEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,582	Closed	-$10K	–	5221
2025 Q1	$10K	Buy	1,582 +212	+15%	+$1.64K	﹤0.01%	4112
2024 Q4	$12K	Sell	1,370 -64	-4%	-$690	﹤0.01%	3768
2024 Q3	$18K	Buy	1,434 +25	+2%	+$285	﹤0.01%	3434
2024 Q2	$13K	Sell	1,409 -10	-0.7%	-$106	﹤0.01%	3395
2024 Q1	$21K	Buy	1,419 +45	+3%	+$567	﹤0.01%	2877
2023 Q4	$18K	Buy	+1,374	New	+$13.3K	﹤0.01%	2843

Other funds holding LSEA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Landsea Homes (LSEA) in Q2 2025, closing a stake of 1,582 shares — an estimated $10K sold.

Carson Wealth (CWM LLC) first reported a position in LSEA in Q4 2023 and held it in 6 quarters. The position peaked at $21K in Q1 2024. 1 fund tracked by Wall St. Rank holds LSEA as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining Landsea Homes position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,582 Landsea Homes shares in Q2 2025, an estimated $10K.
Carson Wealth (CWM LLC) first reported a position in Landsea Homes in Q4 2023 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s Landsea Homes position peaked at $21K in Q1 2024.
1 fund tracked by Wall St. Rank held Landsea Homes as of Q2 2025.

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