Key Financial Inc’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 | $169K | Sell |
2,306
-105
| -4% | -$7.69K | 0.03% | 301 |
|
|
2025
Q1 | $153K | Hold |
2,411
| – | – | 0.03% | 299 |
|
|
2024
Q4 | $165K | Hold |
2,411
| – | – | 0.04% | 280 |
|
|
2024
Q3 | $194K | Buy |
2,411
+10
| +0.4% | +$805 | 0.04% | 254 |
|
|
2024
Q2 | $151K | Buy |
2,401
+1,209
| +101% | +$76.3K | 0.04% | 270 |
|
|
2024
Q1 | $69.3K | Hold |
1,192
| – | – | 0.02% | 382 |
|
|
2023
Q4 | $68.5K | Sell |
1,192
-34
| -3% | -$1.95K | 0.02% | 373 |
|
|
2023
Q3 | $67.7K | Hold |
1,226
| – | – | 0.02% | 350 |
|
|
2023
Q2 | $60.9K | Hold |
1,226
| – | – | 0.02% | 375 |
|
|
2023
Q1 | $56.1K | Hold |
1,226
| – | – | 0.02% | 375 |
|
|
2022
Q4 | $43.6K | Hold |
1,226
| – | – | 0.02% | 385 |
|
|
2022
Q3 | $44K | Hold |
1,226
| – | – | 0.02% | 387 |
|
|
2022
Q2 | $44K | Hold |
1,226
| – | – | 0.02% | 383 |
|
|
2022
Q1 | $56K | Sell |
1,226
-90
| -7% | -$4.11K | 0.03% | 346 |
|
|
2021
Q4 | $71K | Hold |
1,316
| – | – | 0.04% | 292 |
|
|
2021
Q3 | $68K | Buy |
1,316
+100
| +8% | +$5.17K | 0.04% | 291 |
|
|
2021
Q2 | $67K | Buy |
1,216
+90
| +8% | +$4.96K | 0.04% | 302 |
|
|
2021
Q1 | $48K | Buy |
1,126
+77
| +7% | +$3.28K | 0.03% | 279 |
|
|
2020
Q4 | $40K | Buy |
+1,049
| New | +$40K | 0.03% | 278 |
|