Carson Wealth (CWM LLC)
PFC

Carson Wealth (CWM LLC)’s Premier Financial Corp. Common Stock PFC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PFC Stock Details PFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,561
Closed -$244K – 5263
2024
Q4 		$244K Buy
9,561
+350
+4% +$9.13K ﹤0.01% 1710
2024
Q3 		$216K Buy
9,211
+2,731
+42% +$64.8K ﹤0.01% 1719
2024
Q2 		$133K Buy
6,480
+4,847
+297% +$96.3K ﹤0.01% 1808
2024
Q1 		$33K Buy
1,633
+202
+14% +$4.21K ﹤0.01% 2588
2023
Q4 		$34K Buy
1,431
+23
+2% +$454 ﹤0.01% 2426
2023
Q3 		$24K Buy
1,408
+272
+24% +$5.11K ﹤0.01% 2582
2023
Q2 		$18K Buy
1,136
+1,093
+2,542% +$18K ﹤0.01% 2728
2023
Q1 		$1K Buy
43
+10
+30% +$244 ﹤0.01% 3974
2022
Q4 		$1K Buy
33
+22
+200% +$615 ﹤0.01% 3896
2022
Q3 		$0 Buy
+11
New +$297 ﹤0.01% 4238
2022
Q2 		– Sell
-214
Closed -$6K – 4143
2022
Q1 		$6K Hold
214
– – ﹤0.01% 2790
2021
Q4 		$7K Buy
+214
New +$6.72K ﹤0.01% 2587

Other funds holding PFC

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PFC Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Premier Financial Corp. Common Stock (PFC) in Q1 2025, closing a stake of 9,561 shares — an estimated $244K sold.

Carson Wealth (CWM LLC) first reported a position in PFC in Q4 2021 and held it in 12 quarters. The position peaked at $244K in Q4 2024. 2 funds tracked by Wall St. Rank hold PFC as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Premier Financial Corp. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 9,561 Premier Financial Corp. Common Stock shares in Q1 2025, an estimated $244K.
  • Carson Wealth (CWM LLC) first reported a position in Premier Financial Corp. Common Stock in Q4 2021 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Premier Financial Corp. Common Stock position peaked at $244K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Premier Financial Corp. Common Stock as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.