Soltis Investment Advisors’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 | $959K | Sell |
13,098
-72
| -0.5% | -$5.27K | 0.08% | 176 |
|
|
2025
Q1 | $835K | Buy |
13,170
+208
| +2% | +$13.2K | 0.07% | 183 |
|
|
2024
Q4 | $885K | Buy |
12,962
+232
| +2% | +$15.8K | 0.08% | 172 |
|
|
2024
Q3 | $1.02M | Buy |
12,730
+615
| +5% | +$49.5K | 0.1% | 154 |
|
|
2024
Q2 | $764K | Buy |
12,115
+303
| +3% | +$19.1K | 0.08% | 170 |
|
|
2024
Q1 | $687K | Sell |
11,812
-44
| -0.4% | -$2.56K | 0.08% | 172 |
|
|
2023
Q4 | $681K | Buy |
11,856
+143
| +1% | +$8.22K | 0.08% | 159 |
|
|
2023
Q3 | $647K | Buy |
11,713
+177
| +2% | +$9.77K | 0.08% | 156 |
|
|
2023
Q2 | $573K | Buy |
11,536
+3
| +0% | +$149 | 0.07% | 161 |
|
|
2023
Q1 | $528K | Buy |
11,533
+3
| +0% | +$137 | 0.07% | 170 |
|
|
2022
Q4 | $476K | Sell |
11,530
-25
| -0.2% | -$1.03K | 0.06% | 173 |
|
|
2022
Q3 | $411K | Buy |
11,555
+5,787
| +100% | +$206K | 0.06% | 169 |
|
|
2022
Q2 | $206K | Buy |
5,768
+7
| +0.1% | +$250 | 0.03% | 225 |
|
|
2022
Q1 | $264K | Sell |
5,761
-94
| -2% | -$4.31K | 0.04% | 215 |
|
|
2021
Q4 | $318K | Sell |
5,855
-210
| -3% | -$11.4K | 0.04% | 201 |
|
|
2021
Q3 | $314K | Buy |
6,065
+35
| +0.6% | +$1.81K | 0.05% | 190 |
|
|
2021
Q2 | $293K | Sell |
6,030
-189
| -3% | -$9.18K | 0.05% | 201 |
|
|
2021
Q1 | $263K | Buy |
6,219
+20
| +0.3% | +$846 | 0.05% | 187 |
|
|
2020
Q4 | $234K | Buy |
+6,199
| New | +$234K | 0.04% | 198 |
|