Carson Wealth (CWM LLC)’s Solaris Energy Infrastructure, Inc. SEI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
10,041
-815
-8% -$23.1K ﹤0.01% 1904
2025
Q1
$236K Sell
10,856
-319
-3% -$6.94K ﹤0.01% 1815
2024
Q4
$322K Buy
11,175
+266
+2% +$7.67K ﹤0.01% 1555
2024
Q3
$139K Buy
10,909
+4,245
+64% +$54.1K ﹤0.01% 1982
2024
Q2
$57K Buy
6,664
+5,267
+377% +$45.1K ﹤0.01% 2388
2024
Q1
$12K Buy
1,397
+1,000
+252% +$8.59K ﹤0.01% 3250
2023
Q4
$3K Sell
397
-139
-26% -$1.05K ﹤0.01% 3755
2023
Q3
$6K Buy
536
+191
+55% +$2.14K ﹤0.01% 3406
2023
Q2
$3K Buy
345
+72
+26% +$626 ﹤0.01% 3716
2023
Q1
$2K Buy
273
+210
+333% +$1.54K ﹤0.01% 3715
2022
Q4
$1K Hold
63
﹤0.01% 3873
2022
Q3
$1K Buy
+63
New +$1K ﹤0.01% 3793