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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $242K | Hold |
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|
2025
Q2 | $225K | Hold |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $281K | Hold |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $310K | Hold |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $363K | Hold |
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|
2022
Q1 | $366K | Buy |
|