Carson Wealth (CWM LLC)’s Luxfer Holdings LXFR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84K Buy
6,920
+3,068
+80% +$37.2K ﹤0.01% 2862
2025
Q1
$46K Buy
3,852
+168
+5% +$2.01K ﹤0.01% 3046
2024
Q4
$48K Buy
3,684
+200
+6% +$2.61K ﹤0.01% 2832
2024
Q3
$45K Sell
3,484
-4,074
-54% -$52.6K ﹤0.01% 2768
2024
Q2
$88K Buy
7,558
+6,224
+467% +$72.5K ﹤0.01% 2045
2024
Q1
$14K Buy
1,334
+789
+145% +$8.28K ﹤0.01% 3135
2023
Q4
$5K Buy
545
+513
+1,603% +$4.71K ﹤0.01% 3519
2023
Q3
$0 Sell
32
-222
-87% ﹤0.01% 4364
2023
Q2
$4K Hold
254
﹤0.01% 3536
2023
Q1
$4K Hold
254
﹤0.01% 3396
2022
Q4
$3K Hold
254
﹤0.01% 3425
2022
Q3
$4K Buy
+254
New +$4K ﹤0.01% 3182
2022
Q2
Sell
-395
Closed -$7K 3954
2022
Q1
$7K Buy
395
+383
+3,192% +$6.79K ﹤0.01% 2685
2021
Q4
$0 Buy
+12
New ﹤0.01% 3567