Carson Wealth (CWM LLC)’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-270
Closed -$1K 5389
2025
Q1
$1K Buy
270
+140
+108% +$662 ﹤0.01% 5029
2024
Q4
$1K Sell
130
-114
-47% -$540 ﹤0.01% 4866
2024
Q3
$1K Buy
244
+139
+132% +$756 ﹤0.01% 4771
2024
Q2
$1K Buy
105
+101
+2,525% +$498 ﹤0.01% 4534
2024
Q1
$0 Buy
+4
New +$21 ﹤0.01% 4821
2023
Q2
Sell
-91
Closed -$1K 4506
2023
Q1
$1K Buy
+91
New +$544 ﹤0.01% 3971

Other funds holding SBT

Carson Wealth (CWM LLC)'s SBT Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q2 2025, closing a stake of 270 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in SBT in Q1 2023 and held it in 6 quarters. The position peaked at $1K in Q1 2025. 8 funds tracked by Wall St. Rank hold SBT as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 270 Sterling Bancorp, Inc. Common Stock shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Sterling Bancorp, Inc. Common Stock in Q1 2023 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Sterling Bancorp, Inc. Common Stock position peaked at $1K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.