Sigma Planning Corp’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 | $997K | Sell |
13,629
-370
| -3% | -$27.1K | 0.03% | 501 |
|
|
2025
Q1 | $888K | Buy |
13,999
+1,076
| +8% | +$68.2K | 0.03% | 528 |
|
|
2024
Q4 | $882K | Buy |
12,923
+194
| +2% | +$13.2K | 0.03% | 536 |
|
|
2024
Q3 | $1.02M | Buy |
12,729
+549
| +5% | +$44.2K | 0.03% | 490 |
|
|
2024
Q2 | $768K | Sell |
12,180
-6,514
| -35% | -$411K | 0.02% | 558 |
|
|
2024
Q1 | $1.09M | Buy |
18,694
+9,278
| +99% | +$539K | 0.03% | 473 |
|
|
2023
Q4 | $541K | Sell |
9,416
-9,848
| -51% | -$566K | 0.04% | 432 |
|
|
2023
Q3 | $1.06M | Sell |
19,264
-406
| -2% | -$22.4K | 0.04% | 436 |
|
|
2023
Q2 | $978K | Buy |
19,670
+369
| +2% | +$18.3K | 0.04% | 460 |
|
|
2023
Q1 | $883K | Sell |
19,301
-655
| -3% | -$30K | 0.03% | 561 |
|
|
2022
Q4 | $823K | Sell |
19,956
-1,553
| -7% | -$64.1K | 0.03% | 557 |
|
|
2022
Q3 | $765K | Sell |
21,509
-1,780
| -8% | -$63.3K | 0.03% | 555 |
|
|
2022
Q2 | $830K | Sell |
23,289
-11,808
| -34% | -$421K | 0.03% | 542 |
|
|
2022
Q1 | $1.61M | Buy |
35,097
+1,184
| +3% | +$54.3K | 0.05% | 367 |
|
|
2021
Q4 | $1.84M | Buy |
33,913
+1,013
| +3% | +$54.9K | 0.05% | 342 |
|
|
2021
Q3 | $1.7M | Buy |
32,900
+6,511
| +25% | +$337K | 0.05% | 364 |
|
|
2021
Q2 | $1.28M | Buy |
26,389
+9,821
| +59% | +$477K | 0.04% | 462 |
|
|
2021
Q1 | $700K | Sell |
16,568
-5,409
| -25% | -$229K | 0.02% | 622 |
|
|
2020
Q4 | $829K | Buy |
21,977
+11,781
| +116% | +$444K | 0.03% | 493 |
|
|
2020
Q3 | $311K | Sell |
10,196
-1,744
| -15% | -$53.2K | 0.01% | 779 |
|
|
2020
Q2 | $265K | Buy |
+11,940
| New | +$265K | 0.01% | 820 |
|