Carson Wealth (CWM LLC)’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-270
| Closed | -$1K | – | 5384 |
|
|
2025
Q1 | $1K | Buy |
270
+140
| +108% | +$519 | ﹤0.01% | 5021 |
|
|
2024
Q4 | $1K | Sell |
130
-114
| -47% | -$877 | ﹤0.01% | 4864 |
|
|
2024
Q3 | $1K | Buy |
244
+139
| +132% | +$570 | ﹤0.01% | 4768 |
|
|
2024
Q2 | $1K | Buy |
105
+101
| +2,525% | +$962 | ﹤0.01% | 4531 |
|
|
2024
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4815 |
|
|
2023
Q2 | – | Sell |
-91
| Closed | -$1K | – | 4492 |
|
|
2023
Q1 | $1K | Buy |
+91
| New | +$1K | ﹤0.01% | 3959 |
|