Summit Financial’s Carlisle Companies CSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.57M Buy
6,879
+269
+4% +$100K 0.06% 256
2025
Q1
$2.25M Buy
+6,610
New +$2.25M 0.06% 241