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HWA
HHM Wealth Advisors’s
Covenant Logistics
CVLG
Stock Holding History
HHM Wealth Advisors’s Portfolio
CVLG Stock Details
CVLG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-460
Closed
-$10.2K
–
875
2025
Q1
$10.2K
Hold
460
–
–
﹤0.01%
588
2024
Q4
$12.5K
Hold
460
–
–
﹤0.01%
562
2024
Q3
$12.2K
Sell
460
-300
-39%
-$7.77K
﹤0.01%
534
2024
Q2
$18.7K
Hold
760
–
–
﹤0.01%
462
2024
Q1
$17.6K
Sell
760
-2,380
-76%
-$57.1K
﹤0.01%
436
2023
Q4
$72.3K
Hold
3,140
–
–
0.01%
241
2023
Q3
$68.8K
Buy
3,140
+1,540
+96%
+$37.3K
0.01%
235
2023
Q2
$35.1K
Sell
1,600
-240
-13%
-$4.63K
0.01%
339
2023
Q1
$32.6K
Sell
1,840
-1,390
-43%
-$24K
0.01%
334
2022
Q4
$55.8K
Sell
3,230
-1,120
-26%
-$20.1K
0.01%
233
2022
Q3
$62K
Hold
4,350
–
–
0.02%
203
2022
Q2
$55K
Hold
4,350
–
–
0.01%
267
2022
Q1
$47K
Buy
4,350
+680
+19%
+$7.64K
0.01%
316
2021
Q4
$48K
Sell
3,670
-2,230
-38%
-$30.6K
0.01%
315
2021
Q3
$82K
Hold
5,900
–
–
0.02%
229
2021
Q2
$61K
Hold
5,900
–
–
0.02%
269
2021
Q1
$61K
Hold
5,900
–
–
0.02%
249
2020
Q4
$44K
Hold
5,900
–
–
0.02%
272
2020
Q3
$52K
Hold
5,900
–
–
0.02%
218
2020
Q2
$43K
Buy
+5,900
New
+$30.1K
0.02%
241
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CA
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$4.07B AUM
29.62%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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