Carson Wealth (CWM LLC)’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
33,942
+2,085
| +7% | +$17.3K | ﹤0.01% | 1912 |
|
|
2025
Q1 | $213K | Sell |
31,857
-568
| -2% | -$3.8K | ﹤0.01% | 1882 |
|
|
2024
Q4 | $148K | Sell |
32,425
-1,310
| -4% | -$5.98K | ﹤0.01% | 2028 |
|
|
2024
Q3 | $172K | Sell |
33,735
-2,313
| -6% | -$11.8K | ﹤0.01% | 1836 |
|
|
2024
Q2 | $167K | Buy |
36,048
+1,402
| +4% | +$6.5K | ﹤0.01% | 1683 |
|
|
2024
Q1 | $168K | Buy |
34,646
+3,889
| +13% | +$18.9K | ﹤0.01% | 1595 |
|
|
2023
Q4 | $127K | Buy |
30,757
+2,896
| +10% | +$12K | ﹤0.01% | 1619 |
|
|
2023
Q3 | $105K | Buy |
27,861
+5,591
| +25% | +$21.1K | ﹤0.01% | 1596 |
|
|
2023
Q2 | $83K | Buy |
22,270
+2,002
| +10% | +$7.46K | ﹤0.01% | 1664 |
|
|
2023
Q1 | $75K | Buy |
20,268
+2,392
| +13% | +$8.85K | ﹤0.01% | 1644 |
|
|
2022
Q4 | $53K | Buy |
17,876
+4,638
| +35% | +$13.8K | ﹤0.01% | 1699 |
|
|
2022
Q3 | $31K | Sell |
13,238
-2,881
| -18% | -$6.75K | ﹤0.01% | 1942 |
|
|
2022
Q2 | $45K | Buy |
16,119
+6,149
| +62% | +$17.2K | ﹤0.01% | 1675 |
|
|
2022
Q1 | $34K | Buy |
9,970
+5,441
| +120% | +$18.6K | ﹤0.01% | 1793 |
|
|
2021
Q4 | $15K | Buy |
+4,529
| New | +$15K | ﹤0.01% | 2143 |
|
|
2021
Q2 | $10K | Hold |
2,504
| – | – | ﹤0.01% | 2111 |
|
|
2021
Q1 | $10K | Hold |
2,504
| – | – | ﹤0.01% | 2111 |
|
|
2020
Q4 | $10K | Sell |
2,504
-109
| -4% | -$435 | ﹤0.01% | 2111 |
|
|
2020
Q3 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2111 |
|
|
2020
Q2 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2111 |
|
|
2020
Q1 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2111 |
|
|
2019
Q4 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2111 |
|
|
2019
Q3 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2111 |
|
|
2019
Q2 | $10K | Hold |
2,613
| – | – | ﹤0.01% | 2111 |
|
|
2019
Q1 | $10K | Sell |
2,613
-264
| -9% | -$1.01K | ﹤0.01% | 2111 |
|
|
2018
Q4 | $12K | Buy |
2,877
+2,843
| +8,362% | +$11.9K | ﹤0.01% | 1276 |
|
|
2018
Q3 | $0 | Buy |
+34
| New | – | ﹤0.01% | 1963 |
|
|
2018
Q2 | – | Sell |
-375
| Closed | -$2K | – | 1763 |
|
|
2018
Q1 | $2K | Buy |
375
+318
| +558% | +$1.7K | ﹤0.01% | 1198 |
|
|
2017
Q4 | $0 | Hold |
57
| – | – | ﹤0.01% | 1563 |
|
|
2017
Q3 | $0 | Buy |
+57
| New | – | ﹤0.01% | 1551 |
|