SFWA
Summit Financial Wealth Advisors’s Catalyst Bancorp CLST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $212K | Sell |
18,200
-6,000
| -25% | -$69.9K | 0.04% | 140 |
|
|
2024
Q4 | $281K | Hold |
24,200
| – | – | 0.06% | 120 |
|
|
2024
Q3 | $276K | Sell |
24,200
-2,600
| -10% | -$29.6K | 0.05% | 126 |
|
|
2024
Q2 | $310K | Hold |
26,800
| – | – | 0.06% | 102 |
|
|
2024
Q1 | $318K | Sell |
26,800
-2,000
| -7% | -$23.7K | 0.06% | 99 |
|
|
2023
Q4 | $312K | Hold |
28,800
| – | – | 0.07% | 97 |
|
|
2023
Q3 | $317K | Hold |
28,800
| – | – | 0.08% | 90 |
|
|
2023
Q2 | $318K | Hold |
28,800
| – | – | 0.07% | 97 |
|
|
2023
Q1 | $331K | Buy |
28,800
+2,000
| +7% | +$23K | 0.08% | 101 |
|
|
2022
Q4 | $340K | Hold |
26,800
| – | – | 0.08% | 101 |
|
|
2022
Q3 | $350K | Hold |
26,800
| – | – | 0.1% | 86 |
|
|
2022
Q2 | $363K | Hold |
26,800
| – | – | 0.09% | 97 |
|
|
2022
Q1 | $366K | Buy |
+26,800
| New | +$366K | 0.07% | 97 |
|