Steward Partners Investment Advisory’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
$7.87M Sell
2025
Q2
$11M Sell
2025
Q1
$9.7M Buy
2024
Q4
$7.6M Buy
2024
Q3
$8.91M Sell
2024
Q2
$7.21M Sell
2024
Q1
$6.85M Buy
2023
Q4
$6.52M Sell
2023
Q3
$6.34M Sell
2023
Q2
$6.73M Sell
2023
Q1
$6.29M Sell
2022
Q4
$6.26M Buy
2022
Q3
$5.25M Sell
2022
Q2
$5.37M Sell
2022
Q1
$7.1M Buy
2021
Q4
$7.92M Sell
2021
Q3
$7.58M Buy
2021
Q2
$6.35M Sell
2021
Q1
$5.75M Buy
2020
Q4
$4.59M Buy
2020
Q3
$1.98M Sell
2020
Q2
$1.89M Buy