LRI Investments’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
$4.2M Buy
57,372
+1
+0% +$73 0.36% 31
2025
Q1
$3.64M Sell
57,371
-1,423
-2% -$90.2K 0.35% 33
2024
Q4
$4.01M Buy
58,794
+297
+0.5% +$20.3K 0.39% 23
2024
Q3
$4.39M Sell
58,497
-239
-0.4% -$17.9K 0.43% 20
2024
Q2
$3.71M Buy
58,736
+1,327
+2% +$83.7K 0.42% 19
2024
Q1
$3.34M Buy
+57,409
New +$3.34M 0.84% 18