Carson Wealth (CWM LLC)’s Sterling Infrastructure STRL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
5,485
+1,332
+32% +$307K ﹤0.01% 1142
2025
Q1
$470K Buy
4,153
+56
+1% +$6.34K ﹤0.01% 1469
2024
Q4
$690K Buy
4,097
+1,336
+48% +$225K ﹤0.01% 1262
2024
Q3
$400K Sell
2,761
-469
-15% -$67.9K ﹤0.01% 1410
2024
Q2
$382K Buy
3,230
+172
+6% +$20.3K ﹤0.01% 1291
2024
Q1
$337K Sell
3,058
-222
-7% -$24.5K ﹤0.01% 1284
2023
Q4
$288K Sell
3,280
-2,455
-43% -$216K ﹤0.01% 1270
2023
Q3
$421K Buy
5,735
+350
+6% +$25.7K ﹤0.01% 1035
2023
Q2
$300K Buy
5,385
+560
+12% +$31.2K ﹤0.01% 1107
2023
Q1
$183K Buy
+4,825
New +$183K ﹤0.01% 1228