Carson Wealth (CWM LLC)’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.37M | Buy |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $2.66M | Buy |
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|
2024
Q4 | $434K | Buy |
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|
2024
Q3 | $370K | Buy |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $19K | Buy |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $5K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $5K | Buy |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Buy |
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