Key Financial Inc’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 | $9.34K | Hold |
25
| – | – | ﹤0.01% | 872 |
|
|
2025
Q1 | $8.51K | Sell |
25
-20
| -44% | -$6.81K | ﹤0.01% | 862 |
|
|
2024
Q4 | $16.6K | Buy |
45
+20
| +80% | +$7.38K | ﹤0.01% | 700 |
|
|
2024
Q3 | $11.2K | Hold |
25
| – | – | ﹤0.01% | 766 |
|
|
2024
Q2 | $10.1K | Hold |
25
| – | – | ﹤0.01% | 775 |
|
|
2024
Q1 | $9.8K | Hold |
25
| – | – | ﹤0.01% | 769 |
|
|
2023
Q4 | $7.81K | Hold |
25
| – | – | ﹤0.01% | 803 |
|
|
2023
Q3 | $6.48K | Hold |
25
| – | – | ﹤0.01% | 831 |
|
|
2023
Q2 | $6.41K | Buy |
+25
| New | +$6.41K | ﹤0.01% | 844 |
|