HHM Wealth Advisors’s Covenant Logistics CVLG Stock Holding History

HHM Wealth Advisors’s Portfolio CVLG Stock Details CVLG Fund Activity

Bought

Maintained

Sold

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

Other funds holding CVLG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

HHM Wealth Advisors's CVLG Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Covenant Logistics (CVLG) in Q2 2025, closing a stake of 460 shares — an estimated $10.2K sold.

HHM Wealth Advisors first reported a position in CVLG in Q2 2020 and held it in 20 quarters. The position peaked at $82K in Q3 2021. 155 funds tracked by Wall St. Rank hold CVLG as of Q2 2025.

HHM Wealth Advisors reported no remaining Covenant Logistics position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 460 Covenant Logistics shares in Q2 2025, an estimated $10.2K.
HHM Wealth Advisors first reported a position in Covenant Logistics in Q2 2020 and held it in 20 quarters.
HHM Wealth Advisors's Covenant Logistics position peaked at $82K in Q3 2021.
155 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.