Carson Wealth (CWM LLC)’s Somnigroup International Inc. SGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
1,491
+17
| +1% | +$1.15K | ﹤0.01% | 2717 |
|
|
2025
Q1 | $88K | Buy |
1,474
+35
| +2% | +$2.09K | ﹤0.01% | 2530 |
|
|
2024
Q4 | $82K | Buy |
1,439
+103
| +8% | +$5.87K | ﹤0.01% | 2424 |
|
|
2024
Q3 | $73K | Sell |
1,336
-962
| -42% | -$52.6K | ﹤0.01% | 2406 |
|
|
2024
Q2 | $109K | Buy |
2,298
+26
| +1% | +$1.23K | ﹤0.01% | 1916 |
|
|
2024
Q1 | $129K | Sell |
2,272
-10,959
| -83% | -$622K | ﹤0.01% | 1736 |
|
|
2023
Q4 | $674K | Sell |
13,231
-69
| -0.5% | -$3.52K | ﹤0.01% | 951 |
|
|
2023
Q3 | $576K | Buy |
13,300
+101
| +0.8% | +$4.37K | ﹤0.01% | 935 |
|
|
2023
Q2 | $529K | Sell |
13,199
-113
| -0.8% | -$4.53K | ﹤0.01% | 919 |
|
|
2023
Q1 | $526K | Sell |
13,312
-1,264
| -9% | -$49.9K | ﹤0.01% | 875 |
|
|
2022
Q4 | $500K | Buy |
14,576
+885
| +6% | +$30.4K | ﹤0.01% | 815 |
|
|
2022
Q3 | $330K | Buy |
13,691
+710
| +5% | +$17.1K | ﹤0.01% | 879 |
|
|
2022
Q2 | $277K | Buy |
12,981
+3,944
| +44% | +$84.2K | ﹤0.01% | 917 |
|
|
2022
Q1 | $252K | Buy |
9,037
+4,234
| +88% | +$118K | ﹤0.01% | 945 |
|
|
2021
Q4 | $226K | Buy |
+4,803
| New | +$226K | ﹤0.01% | 971 |
|
|
2021
Q2 | $7K | Hold |
172
| – | – | ﹤0.01% | 2256 |
|
|
2021
Q1 | $7K | Hold |
172
| – | – | ﹤0.01% | 2256 |
|
|
2020
Q4 | $7K | Sell |
172
-516
| -75% | -$21K | ﹤0.01% | 2256 |
|
|
2020
Q3 | $7K | Hold |
688
| – | – | ﹤0.01% | 2256 |
|
|
2020
Q2 | $7K | Hold |
688
| – | – | ﹤0.01% | 2256 |
|
|
2020
Q1 | $7K | Hold |
688
| – | – | ﹤0.01% | 2256 |
|
|
2019
Q4 | $7K | Hold |
688
| – | – | ﹤0.01% | 2256 |
|
|
2019
Q3 | $7K | Hold |
688
| – | – | ﹤0.01% | 2256 |
|
|
2019
Q2 | $7K | Hold |
688
| – | – | ﹤0.01% | 2256 |
|
|
2019
Q1 | $7K | Buy |
+688
| New | +$7K | ﹤0.01% | 2256 |
|
|
2016
Q4 | – | Sell |
-760
| Closed | -$11K | – | 1199 |
|
|
2016
Q3 | $11K | Buy |
+760
| New | +$11K | ﹤0.01% | 683 |
|