HHM Wealth Advisors’s Covenant Logistics CVLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$7.93K | ﹤0.01% | 534 |
|
|
2024
Q2 | $18.7K | Hold |
760
| – | – | ﹤0.01% | 462 |
|
|
2024
Q1 | $17.6K | Sell |
760
-2,380
| -76% | -$55.2K | ﹤0.01% | 435 |
|
|
2023
Q4 | $72.3K | Hold |
3,140
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $68.8K | Buy |
3,140
+1,540
| +96% | +$33.8K | 0.01% | 235 |
|
|
2023
Q2 | $35.1K | Sell |
1,600
-240
| -13% | -$5.26K | 0.01% | 336 |
|
|
2023
Q1 | $32.6K | Sell |
1,840
-1,390
| -43% | -$24.6K | 0.01% | 334 |
|
|
2022
Q4 | $55.8K | Sell |
3,230
-1,120
| -26% | -$19.4K | 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% | +$7.35K | 0.01% | 316 |
|
|
2021
Q4 | $48K | Sell |
3,670
-2,230
| -38% | -$29.2K | 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 | +$43K | 0.02% | 241 |
|