Carson Wealth (CWM LLC)’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Buy |
1,411
+313
| +29% | +$4.44K | ﹤0.01% | 3910 |
|
|
2025
Q1 | $14K | Sell |
1,098
-1,252
| -53% | -$16K | ﹤0.01% | 3915 |
|
|
2024
Q4 | $31K | Buy |
2,350
+1,465
| +166% | +$19.3K | ﹤0.01% | 3149 |
|
|
2024
Q3 | $14K | Buy |
885
+274
| +45% | +$4.33K | ﹤0.01% | 3590 |
|
|
2024
Q2 | $9K | Sell |
611
-1,558
| -72% | -$22.9K | ﹤0.01% | 3612 |
|
|
2024
Q1 | $38K | Buy |
2,169
+3
| +0.1% | +$53 | ﹤0.01% | 2480 |
|
|
2023
Q4 | $40K | Sell |
2,166
-27
| -1% | -$499 | ﹤0.01% | 2317 |
|
|
2023
Q3 | $38K | Buy |
2,193
+1,664
| +315% | +$28.8K | ﹤0.01% | 2245 |
|
|
2023
Q2 | $10K | Sell |
529
-85
| -14% | -$1.61K | ﹤0.01% | 3086 |
|
|
2023
Q1 | $10K | Buy |
614
+41
| +7% | +$668 | ﹤0.01% | 2953 |
|
|
2022
Q4 | $9K | Buy |
573
+390
| +213% | +$6.13K | ﹤0.01% | 2866 |
|
|
2022
Q3 | $3K | Buy |
183
+162
| +771% | +$2.66K | ﹤0.01% | 3326 |
|
|
2022
Q2 | $0 | Sell |
21
-36
| -63% | – | ﹤0.01% | 3974 |
|
|
2022
Q1 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 3361 |
|
|
2021
Q2 | $1K | Hold |
77
| – | – | ﹤0.01% | 2792 |
|
|
2021
Q1 | $1K | Hold |
77
| – | – | ﹤0.01% | 2792 |
|
|
2020
Q4 | $1K | Hold |
77
| – | – | ﹤0.01% | 2792 |
|
|
2020
Q3 | $1K | Hold |
77
| – | – | ﹤0.01% | 2792 |
|
|
2020
Q2 | $1K | Hold |
77
| – | – | ﹤0.01% | 2792 |
|
|
2020
Q1 | $1K | Hold |
77
| – | – | ﹤0.01% | 2792 |
|
|
2019
Q4 | $1K | Hold |
77
| – | – | ﹤0.01% | 2792 |
|
|
2019
Q3 | $1K | Hold |
77
| – | – | ﹤0.01% | 2792 |
|
|
2019
Q2 | $1K | Hold |
77
| – | – | ﹤0.01% | 2792 |
|
|
2019
Q1 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 2792 |
|
|
2018
Q4 | – | Sell |
-63
| Closed | -$1K | – | 2193 |
|
|
2018
Q3 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 1705 |
|