Jones Financial Companies’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 | $291K | Buy |
779
+312
| +67% | +$117K | ﹤0.01% | 1503 |
|
|
2025
Q1 | $160K | Sell |
467
-286
| -38% | -$98K | ﹤0.01% | 1579 |
|
|
2024
Q4 | $278K | Buy |
753
+408
| +118% | +$151K | ﹤0.01% | 1204 |
|
|
2024
Q3 | $153K | Buy |
345
+136
| +65% | +$60.4K | ﹤0.01% | 1241 |
|
|
2024
Q2 | $84.9K | Buy |
209
+109
| +109% | +$44.3K | ﹤0.01% | 1099 |
|
|
2024
Q1 | $39.4K | Buy |
+100
| New | +$39.4K | ﹤0.01% | 775 |
|
|
2013
Q3 | – | Sell |
-320
| Closed | -$20K | – | 734 |
|
|
2013
Q2 | $20K | Buy |
+320
| New | +$20K | ﹤0.01% | 466 |
|