SFG
Sunburst Financial Group’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
793
-68
| -8% | -$25.4K | 0.07% | 98 |
|
|
2025
Q1 | $293K | Sell |
861
-20
| -2% | -$6.81K | 0.07% | 89 |
|
|
2024
Q4 | $325K | Sell |
881
-11
| -1% | -$4.06K | 0.08% | 81 |
|
|
2024
Q3 | $401K | Sell |
892
-13
| -1% | -$5.85K | 0.1% | 81 |
|
|
2024
Q2 | $367K | Sell |
905
-30
| -3% | -$12.2K | 0.1% | 82 |
|
|
2024
Q1 | $368K | Sell |
935
-33
| -3% | -$13K | 0.1% | 80 |
|
|
2023
Q4 | $302K | Sell |
968
-25
| -3% | -$7.81K | 0.09% | 78 |
|
|
2023
Q3 | $257K | Hold |
993
| – | – | 0.09% | 78 |
|
|
2023
Q2 | $255K | Hold |
993
| – | – | 0.09% | 80 |
|
|
2023
Q1 | $224K | Hold |
993
| – | – | 0.08% | 86 |
|
|
2022
Q4 | $234K | Hold |
993
| – | – | 0.09% | 82 |
|
|
2022
Q3 | $278K | Sell |
993
-362
| -27% | -$101K | 0.13% | 72 |
|
|
2022
Q2 | $323K | Hold |
1,355
| – | – | 0.15% | 67 |
|
|
2022
Q1 | $333K | Hold |
1,355
| – | – | 0.16% | 59 |
|
|
2021
Q4 | $336K | Hold |
1,355
| – | – | 0.17% | 54 |
|
|
2021
Q3 | $269K | Hold |
1,355
| – | – | 0.17% | 54 |
|
|
2021
Q2 | $259K | Hold |
1,355
| – | – | 0.16% | 53 |
|
|
2021
Q1 | $223K | Hold |
1,355
| – | – | 0.16% | 58 |
|
|
2020
Q4 | $212K | Buy |
+1,355
| New | +$212K | 0.16% | 57 |
|
|
2020
Q1 | – | Sell |
-1,355
| Closed | -$219K | – | 55 |
|
|
2019
Q4 | $219K | Buy |
+1,355
| New | +$219K | 0.19% | 60 |
|