Sowell Financial Services’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 | $255K | Sell |
3,479
-220
| -6% | -$16.1K | 0.01% | 868 |
|
|
2025
Q1 | $234K | Buy |
+3,699
| New | +$234K | 0.01% | 868 |
|
|
2022
Q1 | – | Sell |
-13,675
| Closed | -$742K | – | 211 |
|
|
2021
Q4 | $742K | Buy |
13,675
+99
| +0.7% | +$5.37K | 0.04% | 374 |
|
|
2021
Q3 | $703K | Sell |
13,576
-5,680
| -29% | -$294K | 0.05% | 349 |
|
|
2021
Q2 | $936K | Sell |
19,256
-2,016
| -9% | -$98K | 0.06% | 317 |
|
|
2021
Q1 | $939K | Buy |
21,272
+855
| +4% | +$37.7K | 0.03% | 432 |
|
|
2020
Q4 | $770K | Buy |
20,417
+14,195
| +228% | +$535K | 0.03% | 388 |
|
|
2020
Q3 | $190K | Sell |
6,222
-1,402
| -18% | -$42.8K | 0.01% | 744 |
|
|
2020
Q2 | $169K | Buy |
+7,624
| New | +$169K | 0.01% | 784 |
|