Carson Wealth (CWM LLC)’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
13,038
-15,191
| -54% | -$1.58M | ﹤0.01% | 1112 |
|
|
2025
Q1 | $2.66M | Buy |
28,229
+24,141
| +591% | +$2.28M | 0.01% | 733 |
|
|
2024
Q4 | $434K | Buy |
4,088
+148
| +4% | +$15.7K | ﹤0.01% | 1441 |
|
|
2024
Q3 | $370K | Buy |
3,940
+145
| +4% | +$13.6K | ﹤0.01% | 1440 |
|
|
2024
Q2 | $319K | Buy |
3,795
+84
| +2% | +$7.06K | ﹤0.01% | 1364 |
|
|
2024
Q1 | $290K | Sell |
3,711
-10
| -0.3% | -$781 | ﹤0.01% | 1345 |
|
|
2023
Q4 | $257K | Buy |
3,721
+30
| +0.8% | +$2.07K | ﹤0.01% | 1303 |
|
|
2023
Q3 | $227K | Buy |
3,691
+12
| +0.3% | +$738 | ﹤0.01% | 1259 |
|
|
2023
Q2 | $220K | Buy |
3,679
+5
| +0.1% | +$299 | ﹤0.01% | 1214 |
|
|
2023
Q1 | $217K | Sell |
3,674
-17
| -0.5% | -$1K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $215K | Buy |
3,691
+3,316
| +884% | +$193K | ﹤0.01% | 1079 |
|
|
2022
Q3 | $19K | Buy |
375
+121
| +48% | +$6.13K | ﹤0.01% | 2260 |
|
|
2022
Q2 | $14K | Sell |
254
-2,409
| -90% | -$133K | ﹤0.01% | 2380 |
|
|
2022
Q1 | $181K | Buy |
2,663
+2,592
| +3,651% | +$176K | ﹤0.01% | 1075 |
|
|
2021
Q4 | $5K | Buy |
+71
| New | +$5K | ﹤0.01% | 2750 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$4K | – | 3205 |
|
|
2018
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1601 |
|
|
2018
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1353 |
|
|
2018
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 1205 |
|
|
2018
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 980 |
|
|
2017
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 1045 |
|
|
2017
Q3 | $5K | Buy |
150
+121
| +417% | +$4.03K | ﹤0.01% | 1097 |
|
|
2017
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 1134 |
|
|
2017
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1103 |
|