Carson Wealth (CWM LLC)’s Stock Yards Bancorp SYBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Buy |
475
+5
| +1% | +$400 | ﹤0.01% | 3482 |
|
|
2025
Q1 | $32K | Buy |
470
+35
| +8% | +$2.38K | ﹤0.01% | 3343 |
|
|
2024
Q4 | $31K | Buy |
435
+63
| +17% | +$4.49K | ﹤0.01% | 3152 |
|
|
2024
Q3 | $23K | Buy |
372
+69
| +23% | +$4.27K | ﹤0.01% | 3277 |
|
|
2024
Q2 | $15K | Buy |
303
+20
| +7% | +$990 | ﹤0.01% | 3314 |
|
|
2024
Q1 | $14K | Buy |
283
+10
| +4% | +$495 | ﹤0.01% | 3148 |
|
|
2023
Q4 | $14K | Buy |
273
+262
| +2,382% | +$13.4K | ﹤0.01% | 3006 |
|
|
2023
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 4509 |
|
|
2023
Q2 | – | Sell |
-171
| Closed | -$9K | – | 4438 |
|
|
2023
Q1 | $9K | Buy |
171
+106
| +163% | +$5.58K | ﹤0.01% | 3031 |
|
|
2022
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 3330 |
|
|
2022
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 3216 |
|
|
2022
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 3128 |
|
|
2022
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 3074 |
|
|
2021
Q4 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 2879 |
|
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2538 |
|
|
2021
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2538 |
|
|
2020
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2538 |
|
|
2020
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2538 |
|
|
2020
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2538 |
|
|
2020
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2538 |
|
|
2019
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2538 |
|
|
2019
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2538 |
|
|
2019
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2538 |
|
|
2019
Q1 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 2538 |
|