Carson Wealth (CWM LLC)’s Lyft LYFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.49M | Buy |
538,791
+355,340
| +194% | +$5.6M | 0.03% | 430 |
|
|
2025
Q1 | $2.18M | Buy |
183,451
+66,894
| +57% | +$794K | 0.01% | 799 |
|
|
2024
Q4 | $1.5M | Buy |
116,557
+73,901
| +173% | +$954K | 0.01% | 898 |
|
|
2024
Q3 | $544K | Buy |
42,656
+35,688
| +512% | +$455K | ﹤0.01% | 1282 |
|
|
2024
Q2 | $98K | Buy |
6,968
+1,457
| +26% | +$20.5K | ﹤0.01% | 1988 |
|
|
2024
Q1 | $107K | Sell |
5,511
-2,679
| -33% | -$52K | ﹤0.01% | 1841 |
|
|
2023
Q4 | $123K | Buy |
8,190
+1,093
| +15% | +$16.4K | ﹤0.01% | 1630 |
|
|
2023
Q3 | $75K | Buy |
7,097
+2,985
| +73% | +$31.5K | ﹤0.01% | 1815 |
|
|
2023
Q2 | $39K | Sell |
4,112
-650
| -14% | -$6.17K | ﹤0.01% | 2160 |
|
|
2023
Q1 | $44K | Buy |
4,762
+2,624
| +123% | +$24.2K | ﹤0.01% | 1949 |
|
|
2022
Q4 | $24K | Buy |
2,138
+953
| +80% | +$10.7K | ﹤0.01% | 2237 |
|
|
2022
Q3 | $16K | Sell |
1,185
-404
| -25% | -$5.46K | ﹤0.01% | 2381 |
|
|
2022
Q2 | $21K | Buy |
1,589
+554
| +54% | +$7.32K | ﹤0.01% | 2077 |
|
|
2022
Q1 | $40K | Buy |
1,035
+316
| +44% | +$12.2K | ﹤0.01% | 1702 |
|
|
2021
Q4 | $31K | Buy |
+719
| New | +$31K | ﹤0.01% | 1767 |
|
|
2021
Q2 | $17K | Hold |
281
| – | – | ﹤0.01% | 1867 |
|
|
2021
Q1 | $17K | Hold |
281
| – | – | ﹤0.01% | 1867 |
|
|
2020
Q4 | $17K | Hold |
281
| – | – | ﹤0.01% | 1867 |
|
|
2020
Q3 | $17K | Hold |
281
| – | – | ﹤0.01% | 1867 |
|
|
2020
Q2 | $17K | Hold |
281
| – | – | ﹤0.01% | 1867 |
|
|
2020
Q1 | $17K | Hold |
281
| – | – | ﹤0.01% | 1867 |
|
|
2019
Q4 | $17K | Hold |
281
| – | – | ﹤0.01% | 1867 |
|
|
2019
Q3 | $17K | Hold |
281
| – | – | ﹤0.01% | 1867 |
|
|
2019
Q2 | $17K | Hold |
281
| – | – | ﹤0.01% | 1867 |
|
|
2019
Q1 | $17K | Buy |
+281
| New | +$17K | ﹤0.01% | 1867 |
|