Summit Financial Wealth Advisors’s Catalyst Bancorp CLST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $225K | Sell |
13,600
-4,600
| -25% | -$74.1K | 0.03% | 203 |
|
|
2026
Q1 | $301K | Hold |
18,200
| – | – | 0.04% | 155 |
|
|
2025
Q4 | $287K | Hold |
18,200
| – | – | 0.04% | 152 |
|
|
2025
Q3 | $242K | Hold |
18,200
| – | – | 0.04% | 159 |
|
|
2025
Q2 | $225K | Hold |
18,200
| – | – | 0.04% | 157 |
|
|
2025
Q1 | $212K | Sell |
18,200
-6,000
| -25% | -$70.1K | 0.04% | 140 |
|
|
2024
Q4 | $281K | Hold |
24,200
| – | – | 0.06% | 120 |
|
|
2024
Q3 | $276K | Sell |
24,200
-2,600
| -10% | -$30K | 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% | +$25.3K | 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 | +$368K | 0.07% | 97 |
|
Summit Financial Wealth Advisors's CLST Position: Q2 2026 in Review
Summit Financial Wealth Advisors reduced its Catalyst Bancorp (CLST) stake by 25% in Q2 2026, selling an estimated $74.1K and leaving 13,600 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #203.
Summit Financial Wealth Advisors first reported a position in CLST in Q1 2022 and has held it in 18 quarters since. The position peaked at $366K in Q1 2022. 1 fund tracked by Wall St. Rank holds CLST as of Q2 2026.
- Summit Financial Wealth Advisors held 13,600 shares of Catalyst Bancorp worth $225K as of Q2 2026.
- Summit Financial Wealth Advisors sold 4,600 Catalyst Bancorp shares in Q2 2026, an estimated $74.1K.
- Catalyst Bancorp made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #203 holding.
- Summit Financial Wealth Advisors first reported a position in Catalyst Bancorp in Q1 2022 and has held it in 18 quarters since.
- Summit Financial Wealth Advisors's Catalyst Bancorp position peaked at $366K in Q1 2022.
- 1 fund tracked by Wall St. Rank held Catalyst Bancorp as of Q2 2026.
Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.