Prospera Financial Services’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 | $1.35M | Sell |
3,614
-15
| -0.4% | -$5.6K | 0.03% | 573 |
|
2025
Q1 | $1.24M | Buy |
3,629
+174
| +5% | +$59.2K | 0.03% | 506 |
|
2024
Q4 | $1.27M | Buy |
3,455
+2,391
| +225% | +$882K | 0.03% | 477 |
|
2024
Q3 | $478K | Buy |
1,064
+17
| +2% | +$7.65K | 0.01% | 737 |
|
2024
Q2 | $424K | Sell |
1,047
-52
| -5% | -$21.1K | 0.01% | 773 |
|
2024
Q1 | $431K | Buy |
1,099
+47
| +4% | +$18.4K | 0.01% | 754 |
|
2023
Q4 | $329K | Sell |
1,052
-13
| -1% | -$4.06K | 0.01% | 807 |
|
2023
Q3 | $276K | Sell |
1,065
-28
| -3% | -$7.26K | 0.01% | 834 |
|
2023
Q2 | $280K | Buy |
+1,093
| New | +$280K | 0.01% | 827 |
|
2022
Q2 | – | Sell |
-3
| Closed | -$1K | – | 1806 |
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 2587 |
|