Carson Wealth (CWM LLC)’s Somnigroup International SGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $136K | Buy |
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|
2025
Q2 | $101K | Buy |
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|
2025
Q1 | $88K | Buy |
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|
2024
Q4 | $82K | Buy |
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|
2024
Q3 | $73K | Sell |
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|
2024
Q2 | $109K | Buy |
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|
2024
Q1 | $129K | Sell |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $529K | Sell |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $7K | Sell |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $7K | Hold |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $11K | Buy |
|