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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.4M | Buy |
140,171
+46,833
| +50% | +$3.72M | 0.03% | 544 |
|
|
2025
Q4 | $7.79M | Buy |
93,338
+48,857
| +110% | +$3.9M | 0.02% | 603 |
|
|
2025
Q3 | $3.37M | Buy |
44,481
+24,924
| +127% | +$1.87M | 0.01% | 876 |
|
|
2025
Q2 | $1.35M | Sell |
19,557
-22,787
| -54% | -$1.4M | ﹤0.01% | 1113 |
|
|
2025
Q1 | $2.66M | Buy |
42,344
+36,212
| +591% | +$2.55M | 0.01% | 733 |
|
|
2024
Q4 | $434K | Buy |
6,132
+222
| +4% | +$15.8K | ﹤0.01% | 1442 |
|
|
2024
Q3 | $370K | Buy |
5,910
+217
| +4% | +$12.4K | ﹤0.01% | 1441 |
|
|
2024
Q2 | $319K | Buy |
5,693
+126
| +2% | +$6.68K | ﹤0.01% | 1365 |
|
|
2024
Q1 | $290K | Sell |
5,567
-15
| -0.3% | -$739 | ﹤0.01% | 1346 |
|
|
2023
Q4 | $257K | Buy |
5,582
+45
| +0.8% | +$1.85K | ﹤0.01% | 1305 |
|
|
2023
Q3 | $227K | Buy |
5,537
+18
| +0.3% | +$758 | ﹤0.01% | 1260 |
|
|
2023
Q2 | $220K | Buy |
5,519
+8
| +0.1% | +$312 | ﹤0.01% | 1216 |
|
|
2023
Q1 | $217K | Sell |
5,511
-26
| -0.5% | -$1.09K | ﹤0.01% | 1167 |
|
|
2022
Q4 | $215K | Buy |
5,537
+4,974
| +883% | +$197K | ﹤0.01% | 1081 |
|
|
2022
Q3 | $19K | Buy |
563
+182
| +48% | +$7.16K | ﹤0.01% | 2263 |
|
|
2022
Q2 | $14K | Sell |
381
-3,614
| -90% | -$150K | ﹤0.01% | 2383 |
|
|
2022
Q1 | $181K | Buy |
3,995
+3,888
| +3,634% | +$187K | ﹤0.01% | 1077 |
|
|
2021
Q4 | $5K | Buy |
+107
| New | +$5.2K | ﹤0.01% | 2759 |
|
|
2019
Q1 | – | Sell |
-225
| Closed | -$4K | – | 3241 |
|
|
2018
Q4 | $4K | Hold |
225
| – | – | ﹤0.01% | 1607 |
|
|
2018
Q3 | $5K | Hold |
225
| – | – | ﹤0.01% | 1356 |
|
|
2018
Q2 | $5K | Hold |
225
| – | – | ﹤0.01% | 1209 |
|
|
2018
Q1 | $6K | Hold |
225
| – | – | ﹤0.01% | 981 |
|
|
2017
Q4 | $6K | Hold |
225
| – | – | ﹤0.01% | 1046 |
|
|
2017
Q3 | $5K | Buy |
225
+182
| +423% | +$3.94K | ﹤0.01% | 1098 |
|
|
2017
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 1135 |
|
|
2017
Q1 | $1K | Buy |
+43
| New | +$990 | ﹤0.01% | 1104 |
|
Other funds holding SF
VPM
VCM
