Farther Finance Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,027
+414
| +68% | +$155K | 0.01% | 1042 |
|
|
2025
Q1 | $211K | Buy |
613
+453
| +283% | +$156K | 0.01% | 1203 |
|
|
2024
Q4 | $59K | Buy |
160
+78
| +95% | +$28.8K | ﹤0.01% | 1574 |
|
|
2024
Q3 | $36.8K | Sell |
82
-127
| -61% | -$57K | ﹤0.01% | 1800 |
|
|
2024
Q2 | $83.1K | Buy |
209
+159
| +318% | +$63.2K | ﹤0.01% | 1208 |
|
|
2024
Q1 | $19.8K | Sell |
50
-27
| -35% | -$10.7K | ﹤0.01% | 1498 |
|
|
2023
Q4 | $24.2K | Buy |
77
+71
| +1,183% | +$22.3K | ﹤0.01% | 1281 |
|
|
2023
Q3 | $1.56K | Buy |
+6
| New | +$1.56K | ﹤0.01% | 1947 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$678 | – | 2511 |
|
|
2023
Q1 | $678 | Sell |
3
-136
| -98% | -$30.7K | ﹤0.01% | 1930 |
|
|
2022
Q4 | $32.8K | Buy |
+139
| New | +$32.8K | 0.01% | 591 |
|