Allworth Financial’s California Resources CRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.7K	Sell	314 -1	-0.3%	-$57	﹤0.01%	2934
2025 Q4	$14.1K	Sell	315 -465	-60%	-$22.1K	﹤0.01%	3025
2025 Q3	$41.5K	Buy	780 +598	+329%	+$30K	﹤0.01%	2228
2025 Q2	$8.32K	Buy	182 +131	+257%	+$5.35K	﹤0.01%	2986
2025 Q1	$1.8K	Sell	51 -31	-38%	-$1.47K	﹤0.01%	3249
2024 Q4	$4.45K	Buy	82 +1	+1%	+$54	﹤0.01%	2820
2024 Q3	$4.25K	Buy	81 +7	+9%	+$354	﹤0.01%	2639
2024 Q2	$3.84K	Sell	74 -42	-36%	-$2.14K	﹤0.01%	2638
2024 Q1	$6.39K	Sell	116 -29	-20%	-$1.51K	﹤0.01%	2304
2023 Q4	$7.93K	Buy	145 +78	+116%	+$4.1K	﹤0.01%	2074
2023 Q3	$3.75K	Hold	67	–	–	﹤0.01%	2249
2023 Q2	$3.04K	Buy	67 +59	+738%	+$2.39K	﹤0.01%	2312
2023 Q1	$308	Sell	8 -310	-97%	-$12.8K	﹤0.01%	2929
2022 Q4	$13.8K	Buy	318 +21	+7%	+$920	﹤0.01%	1568
2022 Q3	$11K	Buy	+297	New	+$12.9K	﹤0.01%	1601