Carson Wealth (CWM LLC)’s South Plains Financial SPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Buy |
1,678
+519
| +45% | +$18.6K | ﹤0.01% | 3132 |
|
|
2025
Q1 | $38K | Buy |
1,159
+266
| +30% | +$8.72K | ﹤0.01% | 3207 |
|
|
2024
Q4 | $31K | Buy |
893
+84
| +10% | +$2.92K | ﹤0.01% | 3151 |
|
|
2024
Q3 | $27K | Buy |
809
+386
| +91% | +$12.9K | ﹤0.01% | 3186 |
|
|
2024
Q2 | $11K | Buy |
423
+355
| +522% | +$9.23K | ﹤0.01% | 3498 |
|
|
2024
Q1 | $2K | Buy |
68
+8
| +13% | +$235 | ﹤0.01% | 4035 |
|
|
2023
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 3846 |
|
|
2023
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 3861 |
|