Carson Wealth (CWM LLC)’s S&T Bancorp STBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
8,083
+888
| +12% | +$33.6K | ﹤0.01% | 1851 |
|
|
2025
Q1 | $267K | Buy |
7,195
+68
| +1% | +$2.52K | ﹤0.01% | 1739 |
|
|
2024
Q4 | $272K | Buy |
7,127
+58
| +0.8% | +$2.21K | ﹤0.01% | 1652 |
|
|
2024
Q3 | $297K | Buy |
7,069
+179
| +3% | +$7.52K | ﹤0.01% | 1547 |
|
|
2024
Q2 | $230K | Buy |
6,890
+301
| +5% | +$10K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $211K | Sell |
6,589
-218
| -3% | -$6.98K | ﹤0.01% | 1500 |
|
|
2023
Q4 | $227K | Buy |
6,807
+132
| +2% | +$4.4K | ﹤0.01% | 1363 |
|
|
2023
Q3 | $181K | Hold |
6,675
| – | – | ﹤0.01% | 1346 |
|
|
2023
Q2 | $181K | Sell |
6,675
-215
| -3% | -$5.83K | ﹤0.01% | 1289 |
|
|
2023
Q1 | $217K | Sell |
6,890
-27
| -0.4% | -$850 | ﹤0.01% | 1166 |
|
|
2022
Q4 | $236K | Buy |
6,917
+90
| +1% | +$3.07K | ﹤0.01% | 1035 |
|
|
2022
Q3 | $200K | Buy |
6,827
+134
| +2% | +$3.93K | ﹤0.01% | 1051 |
|
|
2022
Q2 | $184K | Sell |
6,693
-1,198
| -15% | -$32.9K | ﹤0.01% | 1076 |
|
|
2022
Q1 | $233K | Buy |
7,891
+569
| +8% | +$16.8K | ﹤0.01% | 977 |
|
|
2021
Q4 | $231K | Buy |
+7,322
| New | +$231K | ﹤0.01% | 965 |
|
|
2017
Q4 | – | Sell |
-592
| Closed | -$23K | – | 1574 |
|
|
2017
Q3 | $23K | Hold |
592
| – | – | ﹤0.01% | 680 |
|
|
2017
Q2 | $21K | Hold |
592
| – | – | ﹤0.01% | 623 |
|
|
2017
Q1 | $20K | Hold |
592
| – | – | ﹤0.01% | 602 |
|
|
2016
Q4 | $23K | Buy |
+592
| New | +$23K | ﹤0.01% | 561 |
|