Carson Wealth (CWM LLC)’s ON24 ONTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Buy |
15,470
+1,640
| +12% | +$8.91K | ﹤0.01% | 2864 |
|
|
2025
Q1 | $72K | Buy |
13,830
+263
| +2% | +$1.37K | ﹤0.01% | 2687 |
|
|
2024
Q4 | $88K | Buy |
13,567
+133
| +1% | +$863 | ﹤0.01% | 2371 |
|
|
2024
Q3 | $82K | Buy |
13,434
+497
| +4% | +$3.03K | ﹤0.01% | 2329 |
|
|
2024
Q2 | $78K | Buy |
12,937
+500
| +4% | +$3.02K | ﹤0.01% | 2154 |
|
|
2024
Q1 | $89K | Buy |
12,437
+1
| +0% | +$7 | ﹤0.01% | 1948 |
|
|
2023
Q4 | $98K | Buy |
12,436
+36
| +0.3% | +$284 | ﹤0.01% | 1786 |
|
|
2023
Q3 | $78K | Sell |
12,400
-21
| -0.2% | -$132 | ﹤0.01% | 1788 |
|
|
2023
Q2 | $101K | Hold |
12,421
| – | – | ﹤0.01% | 1560 |
|
|
2023
Q1 | $109K | Hold |
12,421
| – | – | ﹤0.01% | 1448 |
|
|
2022
Q4 | $107K | Sell |
12,421
-11
| -0.1% | -$95 | ﹤0.01% | 1350 |
|
|
2022
Q3 | $109K | Buy |
12,432
+32
| +0.3% | +$281 | ﹤0.01% | 1298 |
|
|
2022
Q2 | $118K | Buy |
+12,400
| New | +$118K | ﹤0.01% | 1248 |
|