Founders Financial Alliance’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $435K | Buy |
5,938
+25
| +0.4% | +$1.83K | 0.1% | 197 |
|
2025
Q1 | $375K | Sell |
5,913
-18
| -0.3% | -$1.14K | 0.09% | 221 |
|
2024
Q4 | $405K | Buy |
5,931
+12
| +0.2% | +$819 | 0.11% | 178 |
|
2024
Q3 | $476K | Sell |
5,919
-724
| -11% | -$58.3K | 0.13% | 152 |
|
2024
Q2 | $419K | Buy |
6,643
+26
| +0.4% | +$1.64K | 0.12% | 164 |
|
2024
Q1 | $385K | Buy |
6,617
+1,358
| +26% | +$78.9K | 0.12% | 182 |
|
2023
Q4 | $302K | Buy |
5,259
+2
| +0% | +$115 | 0.12% | 185 |
|
2023
Q3 | $290K | Sell |
5,257
-23
| -0.4% | -$1.27K | 0.13% | 175 |
|
2023
Q2 | $262K | Buy |
5,280
+696
| +15% | +$34.6K | 0.1% | 211 |
|
2023
Q1 | $206K | Sell |
4,584
-942
| -17% | -$42.4K | 0.1% | 197 |
|
2022
Q4 | $228K | Buy |
+5,526
| New | +$228K | 0.1% | 202 |
|
2022
Q2 | – | Sell |
-5,636
| Closed | -$259K | – | 507 |
|
2022
Q1 | $259K | Sell |
5,636
-253
| -4% | -$11.6K | 0.12% | 174 |
|
2021
Q4 | $319K | Buy |
5,889
+2
| +0% | +$108 | 0.13% | 173 |
|
2021
Q3 | $305K | Buy |
5,887
+412
| +8% | +$21.3K | 0.14% | 158 |
|
2021
Q2 | $267K | Sell |
5,475
-142
| -3% | -$6.93K | 0.12% | 191 |
|
2021
Q1 | $241K | Buy |
5,617
+15
| +0.3% | +$644 | 0.12% | 192 |
|
2020
Q4 | $212K | Sell |
5,602
-406
| -7% | -$15.4K | 0.12% | 185 |
|
2020
Q3 | $186K | Buy |
+6,008
| New | +$186K | 0.11% | 170 |
|