Sowell Financial Services’s Carpenter Technology CRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+779
| New | +$215K | 0.01% | 927 |
|
|
2021
Q2 | – | Sell |
-900
| Closed | -$37K | – | 975 |
|
|
2021
Q1 | $37K | Hold |
900
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q4 | $26K | Sell |
900
-39
| -4% | -$1.13K | ﹤0.01% | 1626 |
|
|
2020
Q3 | $17K | Hold |
939
| – | – | ﹤0.01% | 1624 |
|
|
2020
Q2 | $23K | Hold |
939
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q1 | $18K | Buy |
939
+500
| +114% | +$9.59K | ﹤0.01% | 1421 |
|
|
2019
Q4 | $22K | Hold |
439
| – | – | ﹤0.01% | 1397 |
|
|
2019
Q3 | $23K | Buy |
+439
| New | +$23K | ﹤0.01% | 1224 |
|