SBIA
Sheaff Brock Investment Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,381
| Closed | -$1.98M | – | 455 |
|
|
2024
Q4 | $1.98M | Buy |
5,381
+4
| +0.1% | +$1.48K | 0.17% | 109 |
|
|
2024
Q3 | $2.42M | Sell |
5,377
-4
| -0.1% | -$1.8K | 0.21% | 91 |
|
|
2024
Q2 | $2.18M | Sell |
5,381
-598
| -10% | -$242K | 0.2% | 98 |
|
|
2024
Q1 | $2.34M | Buy |
5,979
+377
| +7% | +$148K | 0.15% | 101 |
|
|
2023
Q4 | $1.75M | Buy |
5,602
+168
| +3% | +$52.5K | 0.14% | 114 |
|
|
2023
Q3 | $1.41M | Sell |
5,434
-8
| -0.1% | -$2.07K | 0.13% | 122 |
|
|
2023
Q2 | $1.4M | Buy |
5,442
+85
| +2% | +$21.8K | 0.12% | 128 |
|
|
2023
Q1 | $1.21M | Buy |
5,357
+38
| +0.7% | +$8.59K | 0.11% | 143 |
|
|
2022
Q4 | $1.25M | Buy |
5,319
+138
| +3% | +$32.5K | 0.12% | 131 |
|
|
2022
Q3 | $1.45M | Buy |
+5,181
| New | +$1.45M | 0.16% | 108 |
|