Carson Wealth (CWM LLC)’s Selective Insurance SIGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
6,644
+4,305
| +184% | +$373K | ﹤0.01% | 1530 |
|
|
2025
Q1 | $214K | Sell |
2,339
-1,113
| -32% | -$102K | ﹤0.01% | 1878 |
|
|
2024
Q4 | $323K | Buy |
3,452
+236
| +7% | +$22.1K | ﹤0.01% | 1550 |
|
|
2024
Q3 | $300K | Buy |
3,216
+297
| +10% | +$27.7K | ﹤0.01% | 1544 |
|
|
2024
Q2 | $274K | Sell |
2,919
-889
| -23% | -$83.4K | ﹤0.01% | 1434 |
|
|
2024
Q1 | $416K | Buy |
3,808
+3,628
| +2,016% | +$396K | ﹤0.01% | 1199 |
|
|
2023
Q4 | $18K | Sell |
180
-86
| -32% | -$8.6K | ﹤0.01% | 2851 |
|
|
2023
Q3 | $27K | Buy |
266
+3
| +1% | +$305 | ﹤0.01% | 2482 |
|
|
2023
Q2 | $25K | Buy |
263
+4
| +2% | +$380 | ﹤0.01% | 2491 |
|
|
2023
Q1 | $25K | Buy |
259
+17
| +7% | +$1.64K | ﹤0.01% | 2353 |
|
|
2022
Q4 | $21K | Buy |
242
+33
| +16% | +$2.86K | ﹤0.01% | 2334 |
|
|
2022
Q3 | $17K | Buy |
209
+111
| +113% | +$9.03K | ﹤0.01% | 2341 |
|
|
2022
Q2 | $9K | Buy |
98
+8
| +9% | +$735 | ﹤0.01% | 2663 |
|
|
2022
Q1 | $8K | Buy |
90
+6
| +7% | +$533 | ﹤0.01% | 2632 |
|
|
2021
Q4 | $7K | Buy |
+84
| New | +$7K | ﹤0.01% | 2561 |
|
|
2021
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 2249 |
|
|
2021
Q1 | $7K | Hold |
84
| – | – | ﹤0.01% | 2249 |
|
|
2020
Q4 | $7K | Hold |
84
| – | – | ﹤0.01% | 2249 |
|
|
2020
Q3 | $7K | Hold |
84
| – | – | ﹤0.01% | 2249 |
|
|
2020
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 2249 |
|
|
2020
Q1 | $7K | Hold |
84
| – | – | ﹤0.01% | 2249 |
|
|
2019
Q4 | $7K | Hold |
84
| – | – | ﹤0.01% | 2249 |
|
|
2019
Q3 | $7K | Hold |
84
| – | – | ﹤0.01% | 2249 |
|
|
2019
Q2 | $7K | Hold |
84
| – | – | ﹤0.01% | 2249 |
|
|
2019
Q1 | $7K | Buy |
+84
| New | +$7K | ﹤0.01% | 2249 |
|