Carson Advisory Inc. Purchases and Sells in Q3 2024

Carson Advisory Inc.

$151 Million
Q3 2024

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SO	739 + 1.06%	$77.0 - $90.52 $56.9K - $66.9K	70.7K $6.38M
BRK-B	235 + 1.71%	$405.19 - $478.57 $95.2K - $112K	14K $6.45M
CGGO	18.7K + 9.5%	$27.25 - $30.52 $510K - $571K	215K $6.5M
D	898 + 1.32%	$48.01 - $58.53 $43.1K - $52.6K	68.7K $3.97M
DUK	84 + 0.26%	$99.35 - $117.71 $8.35K - $9.89K	32.1K $3.7M
PFF	12.8K + 42.72%	$31.18 - $33.5 $399K - $429K	42.8K $1.42M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SBI	89.4K New	$7.85 - $8.25 $702K - $737K	89.4K $732K
PFFA	11.1K New	$20.94 - $22.98 $233K - $256K	11.1K $254K
SPTS	8.6K New	$28.75 - $29.46 $247K - $253K	8.6K $252K
KNG	4.46K New	$50.02 - $54.5 $223K - $243K	4.46K $242K
SNOW	2.09K New	$108.56 - $143.02 $227K - $299K	2.09K $240K
LMT	400 New	$460.3 - $584.56 $184K - $234K	400 $233K

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DAL	-9.17K - 24.61%	$37.32 - $51.8 $342K - $475K	28.1K $1.43M
OXY	-2.95K - 25.71%	$49.91 - $63.73 $147K - $188K	8.52K $438K
HAL	-6.24K - 32.83%	$27.81 - $36.44 $174K - $227K	12.8K $370K
MSFT	-152 - 1.5%	$395.15 - $467.56 $60.1K - $71.1K	9.97K $4.29M
F	-11.5K - 30.93%	$9.71 - $14.55 $112K - $168K	25.7K $271K
BA	-58 - 1.21%	$152.04 - $190.6 $8.82K - $11.1K	4.72K $717K

Activity Summary All Purchases 88 New Holdings 18 Increased Positions 70 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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