Carson Wealth (CWM LLC)’s Old National Bancorp ONB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
91,736
+1,136
| +1% | +$24.2K | 0.01% | 964 |
|
|
2025
Q1 | $1.92M | Buy |
90,600
+874
| +1% | +$18.5K | 0.01% | 843 |
|
|
2024
Q4 | $1.95M | Buy |
89,726
+2,361
| +3% | +$51.3K | 0.01% | 794 |
|
|
2024
Q3 | $1.63M | Buy |
87,365
+591
| +0.7% | +$11K | 0.01% | 790 |
|
|
2024
Q2 | $1.49M | Buy |
86,774
+196
| +0.2% | +$3.37K | 0.01% | 726 |
|
|
2024
Q1 | $1.51M | Hold |
86,578
| – | – | 0.01% | 701 |
|
|
2023
Q4 | $1.46M | Buy |
86,578
+85,563
| +8,430% | +$1.44M | 0.01% | 660 |
|
|
2023
Q3 | $15K | Sell |
1,015
-1,092
| -52% | -$16.1K | ﹤0.01% | 2883 |
|
|
2023
Q2 | $29K | Sell |
2,107
-2,696
| -56% | -$37.1K | ﹤0.01% | 2395 |
|
|
2023
Q1 | $69K | Buy |
4,803
+801
| +20% | +$11.5K | ﹤0.01% | 1692 |
|
|
2022
Q4 | $72K | Hold |
4,002
| – | – | ﹤0.01% | 1525 |
|
|
2022
Q3 | $66K | Buy |
4,002
+685
| +21% | +$11.3K | ﹤0.01% | 1529 |
|
|
2022
Q2 | $49K | Buy |
3,317
+2,795
| +535% | +$41.3K | ﹤0.01% | 1642 |
|
|
2022
Q1 | $9K | Buy |
522
+34
| +7% | +$586 | ﹤0.01% | 2547 |
|
|
2021
Q4 | $9K | Buy |
+488
| New | +$9K | ﹤0.01% | 2414 |
|
|
2019
Q1 | – | Sell |
-31,538
| Closed | -$486K | – | 3147 |
|
|
2018
Q4 | $486K | Hold |
31,538
| – | – | 0.01% | 460 |
|
|
2018
Q3 | $609K | Hold |
31,538
| – | – | 0.02% | 365 |
|
|
2018
Q2 | $587K | Buy |
31,538
+31,473
| +48,420% | +$586K | 0.02% | 321 |
|
|
2018
Q1 | $1K | Hold |
65
| – | – | ﹤0.01% | 1305 |
|
|
2017
Q4 | $1K | Hold |
65
| – | – | ﹤0.01% | 1380 |
|
|
2017
Q3 | $1K | Hold |
65
| – | – | ﹤0.01% | 1398 |
|
|
2017
Q2 | $1K | Hold |
65
| – | – | ﹤0.01% | 1116 |
|
|
2017
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 1083 |
|