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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

Tip: Access up to 7 years of quarterly data

All positions including Catalyst Bancorp held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding Catalyst Bancorp

Alliancebernstein
Vanguard Group
Graham Capital Wealth Management
Stilwell Value
Context BH Capital Management
Summit Financial Wealth Advisors
Arcus Capital Partners
Raffles Associates
Spire Wealth Management
Harbour Investments
Royal Bank of Canada
Wells Fargo & Company
Bank of America Corporation

View all funds holding Catalyst Bancorp