Catalyst Bancorp shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Catalyst Bancorp (CLST) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Catalyst Bancorp
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Quarterly reported holdings in Catalyst Bancorp by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 18k | 13.30 |
| 2025-03-31 | $212k | 18k | 11.65 |
| 2024-12-31 | $281k | 24k | 11.63 |
| 2024-09-30 | $276k | 24k | 11.40 |
| 2024-06-30 | $310k | 27k | 11.58 |
| 2024-03-31 | $318k | 27k | 11.85 |
| 2023-12-31 | $312k | 29k | 10.84 |
| 2023-09-30 | $317k | 29k | 11.02 |
| 2023-06-30 | $318k | 29k | 11.03 |
| 2023-03-31 | $331k | 29k | 11.50 |
| 2022-12-31 | $340k | 27k | 12.70 |
| 2022-09-30 | $350k | 27k | 13.06 |
| 2022-06-30 | $363k | 27k | 13.54 |
| 2022-03-31 | $366k | 27k | 13.66 |
More positions owned by Summit Financial Wealth Advisors
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