A detailed history of Summit Financial Wealth Advisors, LLC transactions in Catalyst Bancorp, Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 24,200 shares of CLST stock, worth $289,190. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,200
Previous 26,800 9.7%
Holding current value
$289,190
Previous $310,000 11.29%
% of portfolio
0.05%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$10.86 - $12.05 $28,236 - $31,330
-2,600 Reduced 9.7%
24,200 $275,000
Q1 2024

May 02, 2024

SELL
$10.9 - $12.1 $21,800 - $24,200
-2,000 Reduced 6.94%
26,800 $317,000
Q1 2023

Apr 10, 2023

BUY
$11.5 - $13.1 $23,000 - $26,200
2,000 Added 7.46%
28,800 $331,000
Q1 2022

May 06, 2022

BUY
$13.46 - $13.88 $360,728 - $371,984
26,800 New
26,800 $366,000

Others Institutions Holding CLST

About Catalyst Bancorp, Inc.


  • Ticker CLST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 5,290,000
  • Market Cap $63.2M
  • Description
  • Catalyst Bancorp, Inc. operates as a holding company for St. Landry Homestead Federal Savings Bank that provides banking products and services in the Acadiana region of south-central Louisiana. The company accepts various deposit products, including savings accounts, demand and NOW accounts, money market accounts, and certificates of deposit. It...
More about CLST
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.