Sovereign Financial Group’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $236K | Hold |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $379K | Buy |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $202K | Buy |
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