Carson Wealth (CWM LLC)’s National Fuel Gas NFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Sell |
66,640
-1,141
| -2% | -$96.7K | 0.02% | 550 |
|
|
2025
Q1 | $5.37M | Buy |
67,781
+77
| +0.1% | +$6.1K | 0.02% | 511 |
|
|
2024
Q4 | $4.11M | Sell |
67,704
-2,895
| -4% | -$176K | 0.02% | 524 |
|
|
2024
Q3 | $4.28M | Sell |
70,599
-4,894
| -6% | -$297K | 0.02% | 477 |
|
|
2024
Q2 | $4.09M | Buy |
75,493
+2,159
| +3% | +$117K | 0.02% | 462 |
|
|
2024
Q1 | $3.94M | Sell |
73,334
-10,785
| -13% | -$579K | 0.02% | 460 |
|
|
2023
Q4 | $4.22M | Sell |
84,119
-4,469
| -5% | -$224K | 0.02% | 426 |
|
|
2023
Q3 | $4.6M | Sell |
88,588
-1,962
| -2% | -$102K | 0.03% | 373 |
|
|
2023
Q2 | $4.65M | Buy |
90,550
+279
| +0.3% | +$14.3K | 0.03% | 351 |
|
|
2023
Q1 | $5.21M | Buy |
90,271
+3,524
| +4% | +$203K | 0.04% | 314 |
|
|
2022
Q4 | $5.49M | Buy |
86,747
+1,440
| +2% | +$91.2K | 0.04% | 287 |
|
|
2022
Q3 | $5.25M | Buy |
85,307
+2,534
| +3% | +$156K | 0.04% | 273 |
|
|
2022
Q2 | $5.47M | Buy |
82,773
+5,395
| +7% | +$356K | 0.04% | 279 |
|
|
2022
Q1 | $5.32M | Buy |
77,378
+375
| +0.5% | +$25.8K | 0.04% | 290 |
|
|
2021
Q4 | $4.92M | Buy |
+77,003
| New | +$4.92M | 0.03% | 300 |
|
|
2021
Q2 | $3.93M | Hold |
75,161
| – | – | 0.03% | 315 |
|
|
2021
Q1 | $3.93M | Hold |
75,161
| – | – | 0.03% | 315 |
|
|
2020
Q4 | $3.93M | Hold |
75,161
| – | – | 0.03% | 315 |
|
|
2020
Q3 | $3.93M | Hold |
75,161
| – | – | 0.03% | 315 |
|
|
2020
Q2 | $3.93M | Hold |
75,161
| – | – | 0.03% | 315 |
|
|
2020
Q1 | $3.93M | Hold |
75,161
| – | – | 0.03% | 315 |
|
|
2019
Q4 | $3.93M | Hold |
75,161
| – | – | 0.03% | 315 |
|
|
2019
Q3 | $3.93M | Hold |
75,161
| – | – | 0.03% | 315 |
|
|
2019
Q2 | $3.93M | Hold |
75,161
| – | – | 0.03% | 315 |
|
|
2019
Q1 | $3.93M | Buy |
+75,161
| New | +$3.93M | 0.03% | 315 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | -$1K | – | 1934 |
|
|
2018
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1552 |
|
|
2018
Q1 | – | Sell |
-27
| Closed | -$1K | – | 1499 |
|
|
2017
Q4 | $1K | Sell |
27
-168
| -86% | -$6.22K | ﹤0.01% | 1376 |
|
|
2017
Q3 | $11K | Buy |
+195
| New | +$11K | ﹤0.01% | 865 |
|
|
2017
Q2 | – | Sell |
-18
| Closed | -$1K | – | 1267 |
|
|
2017
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1079 |
|