Allworth Financial’s Community West Bancshares CWBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$137K	Buy	7,029 +14	+0.2%	+$273	﹤0.01%	1355
2025 Q1	$122K	Buy	7,015 +5,105	+267%	+$88.7K	﹤0.01%	1127
2024 Q4	$35.9K	Hold	1,910	–	–	﹤0.01%	1747
2024 Q3	$36.8K	Hold	1,910	–	–	﹤0.01%	1545
2024 Q2	$40.1K	Hold	1,910	–	–	﹤0.01%	1473
2024 Q1	$38K	Hold	1,910	–	–	﹤0.01%	1420
2023 Q4	$42.7K	Hold	1,910	–	–	﹤0.01%	1249
2023 Q3	$27K	Hold	1,910	–	–	﹤0.01%	1356
2023 Q2	$29.5K	Hold	1,910	–	–	﹤0.01%	1327
2023 Q1	$39.3K	Hold	1,910	–	–	﹤0.01%	1162
2022 Q4	$40.5K	Hold	1,910	–	–	﹤0.01%	1092
2022 Q3	$34K	Hold	1,910	–	–	﹤0.01%	1096
2022 Q2	$28K	Hold	1,910	–	–	﹤0.01%	1102
2022 Q1	$45K	Hold	1,910	–	–	﹤0.01%	928
2021 Q4	$40K	Hold	1,910	–	–	﹤0.01%	897
2021 Q3	$41K	Hold	1,910	–	–	﹤0.01%	828
2021 Q2	$38K	Hold	1,910	–	–	﹤0.01%	684
2021 Q1	$35K	Hold	1,910	–	–	﹤0.01%	648
2020 Q4	$28K	Hold	1,910	–	–	﹤0.01%	585
2020 Q3	$24K	Hold	1,910	–	–	﹤0.01%	537
2020 Q2	$29K	Hold	1,910	–	–	﹤0.01%	504
2020 Q1	$25K	Hold	1,910	–	–	﹤0.01%	524
2019 Q4	$41K	Hold	1,910	–	–	﹤0.01%	398
2019 Q3	$39K	Buy	1,910 +800	+72%	+$16.3K	﹤0.01%	364
2019 Q2	$24K	Hold	1,110	–	–	﹤0.01%	426
2019 Q1	$22K	Hold	1,110	–	–	﹤0.01%	439
2018 Q4	$21K	Hold	1,110	–	–	﹤0.01%	397
2018 Q3	$24K	Hold	1,110	–	–	﹤0.01%	398
2018 Q2	$23K	Hold	1,110	–	–	﹤0.01%	385
2018 Q1	$22K	Hold	1,110	–	–	﹤0.01%	360
2017 Q4	$22K	Buy	+1,110	New	+$22K	﹤0.01%	360