Souders Financial 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 | $2.16M | Sell |
29,577
-5,200
| -15% | -$381K | 0.28% | 51 |
|
|
2025
Q1 | $2.2M | Sell |
34,777
-23,488
| -40% | -$1.49M | 0.31% | 54 |
|
|
2024
Q4 | $3.98M | Sell |
58,265
-19,747
| -25% | -$1.35M | 0.56% | 43 |
|
|
2024
Q3 | $6.28M | Sell |
78,012
-2,578
| -3% | -$208K | 0.87% | 31 |
|
|
2024
Q2 | $5.08M | Buy |
80,590
+1,521
| +2% | +$95.9K | 0.77% | 38 |
|
|
2024
Q1 | $4.6M | Buy |
79,069
+2,257
| +3% | +$131K | 0.73% | 39 |
|
|
2023
Q4 | $4.41M | Buy |
76,812
+882
| +1% | +$50.7K | 0.76% | 37 |
|
|
2023
Q3 | $4.19M | Sell |
75,930
-8,324
| -10% | -$459K | 0.8% | 35 |
|
|
2023
Q2 | $4.19M | Sell |
84,254
-4,323
| -5% | -$215K | 0.8% | 36 |
|
|
2023
Q1 | $4.05M | Buy |
88,577
+912
| +1% | +$41.7K | 0.86% | 33 |
|
|
2022
Q4 | $3.62M | Buy |
87,665
+19,839
| +29% | +$818K | 0.83% | 35 |
|
|
2022
Q3 | $2.41M | Buy |
67,826
+4,742
| +8% | +$169K | 0.65% | 53 |
|
|
2022
Q2 | $2.25M | Buy |
63,084
+3,859
| +7% | +$138K | 0.65% | 51 |
|
|
2022
Q1 | $2.72M | Buy |
59,225
+2,511
| +4% | +$115K | 0.79% | 39 |
|
|
2021
Q4 | $3.08M | Sell |
56,714
-235
| -0.4% | -$12.7K | 0.88% | 37 |
|
|
2021
Q3 | $2.95M | Buy |
56,949
+758
| +1% | +$39.2K | 0.95% | 35 |
|
|
2021
Q2 | $2.73M | Buy |
+56,191
| New | +$2.73M | 0.92% | 36 |
|