CWS
Confluence Wealth Services’s Landstar System LSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
7,418
+351
| +5% | +$48.8K | 0.06% | 170 |
|
|
2025
Q1 | $977K | Buy |
7,067
+476
| +7% | +$65.8K | 0.06% | 160 |
|
|
2024
Q4 | $1.16M | Buy |
6,591
+952
| +17% | +$168K | 0.08% | 134 |
|
|
2024
Q3 | $1.07M | Buy |
5,639
+513
| +10% | +$96.9K | 0.08% | 137 |
|
|
2024
Q2 | $946K | Buy |
5,126
+551
| +12% | +$102K | 0.08% | 157 |
|
|
2024
Q1 | $882K | Buy |
4,575
+374
| +9% | +$72.1K | 0.08% | 142 |
|
|
2023
Q4 | $814K | Buy |
4,201
+546
| +15% | +$106K | 0.09% | 138 |
|
|
2023
Q3 | $647K | Buy |
3,655
+479
| +15% | +$84.8K | 0.13% | 127 |
|
|
2023
Q2 | $612K | Buy |
3,176
+996
| +46% | +$192K | 0.13% | 131 |
|
|
2023
Q1 | $391K | Buy |
+2,180
| New | +$391K | 0.09% | 166 |
|
|
2022
Q1 | – | Sell |
-669
| Closed | -$119K | – | 761 |
|
|
2021
Q4 | $119K | Buy |
+669
| New | +$119K | 0.04% | 303 |
|