Carson Wealth (CWM LLC)’s Selective Insurance SIGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.45M | Sell |
19,225
-7,814
| -29% | -$639K | ﹤0.01% | 1346 |
|
|
2025
Q4 | $2.26M | Buy |
27,039
+13,757
| +104% | +$1.1M | 0.01% | 1100 |
|
|
2025
Q3 | $1.08M | Buy |
13,282
+6,638
| +100% | +$535K | ﹤0.01% | 1362 |
|
|
2025
Q2 | $576K | Buy |
6,644
+4,305
| +184% | +$377K | ﹤0.01% | 1531 |
|
|
2025
Q1 | $214K | Sell |
2,339
-1,113
| -32% | -$97.5K | ﹤0.01% | 1880 |
|
|
2024
Q4 | $323K | Buy |
3,452
+236
| +7% | +$22.6K | ﹤0.01% | 1552 |
|
|
2024
Q3 | $300K | Buy |
3,216
+297
| +10% | +$26.8K | ﹤0.01% | 1545 |
|
|
2024
Q2 | $274K | Sell |
2,919
-889
| -23% | -$87.1K | ﹤0.01% | 1436 |
|
|
2024
Q1 | $416K | Buy |
3,808
+3,628
| +2,016% | +$374K | ﹤0.01% | 1200 |
|
|
2023
Q4 | $18K | Sell |
180
-86
| -32% | -$8.82K | ﹤0.01% | 2854 |
|
|
2023
Q3 | $27K | Buy |
266
+3
| +1% | +$301 | ﹤0.01% | 2483 |
|
|
2023
Q2 | $25K | Buy |
263
+4
| +2% | +$394 | ﹤0.01% | 2494 |
|
|
2023
Q1 | $25K | Buy |
259
+17
| +7% | +$1.63K | ﹤0.01% | 2355 |
|
|
2022
Q4 | $21K | Buy |
242
+33
| +16% | +$3.01K | ﹤0.01% | 2336 |
|
|
2022
Q3 | $17K | Buy |
209
+111
| +113% | +$9.05K | ﹤0.01% | 2344 |
|
|
2022
Q2 | $9K | Buy |
98
+8
| +9% | +$651 | ﹤0.01% | 2666 |
|
|
2022
Q1 | $8K | Buy |
90
+6
| +7% | +$488 | ﹤0.01% | 2638 |
|
|
2021
Q4 | $7K | Buy |
+84
| New | +$6.66K | ﹤0.01% | 2569 |
|
|
2021
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 2259 |
|
|
2021
Q1 | $7K | Hold |
84
| – | – | ﹤0.01% | 2259 |
|
|
2020
Q4 | $7K | Hold |
84
| – | – | ﹤0.01% | 2258 |
|
|
2020
Q3 | $7K | Hold |
84
| – | – | ﹤0.01% | 2256 |
|
|
2020
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 2255 |
|
|
2020
Q1 | $7K | Hold |
84
| – | – | ﹤0.01% | 2255 |
|
|
2019
Q4 | $7K | Hold |
84
| – | – | ﹤0.01% | 2255 |
|
|
2019
Q3 | $7K | Hold |
84
| – | – | ﹤0.01% | 2254 |
|
|
2019
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 2254 |
|
|
2019
Q1 | $7K | Buy |
+84
| New | +$5.28K | ﹤0.01% | 2253 |
|
Other funds holding SIGI
VPM
VCM
