Carson Wealth (CWM LLC)’s Banc of California BANC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
8,783
+734
| +9% | +$10.3K | ﹤0.01% | 2544 |
|
|
2025
Q1 | $114K | Buy |
8,049
+2,367
| +42% | +$33.5K | ﹤0.01% | 2317 |
|
|
2024
Q4 | $88K | Buy |
5,682
+589
| +12% | +$9.12K | ﹤0.01% | 2369 |
|
|
2024
Q3 | $75K | Sell |
5,093
-1,489
| -23% | -$21.9K | ﹤0.01% | 2372 |
|
|
2024
Q2 | $84K | Buy |
6,582
+111
| +2% | +$1.42K | ﹤0.01% | 2084 |
|
|
2024
Q1 | $98K | Sell |
6,471
-314
| -5% | -$4.76K | ﹤0.01% | 1891 |
|
|
2023
Q4 | $91K | Buy |
6,785
+6,087
| +872% | +$81.6K | ﹤0.01% | 1816 |
|
|
2023
Q3 | $9K | Buy |
698
+103
| +17% | +$1.33K | ﹤0.01% | 3168 |
|
|
2023
Q2 | $7K | Buy |
595
+260
| +78% | +$3.06K | ﹤0.01% | 3250 |
|
|
2023
Q1 | $4K | Buy |
335
+322
| +2,477% | +$3.85K | ﹤0.01% | 3353 |
|
|
2022
Q4 | $0 | Sell |
13
-174
| -93% | – | ﹤0.01% | 3952 |
|
|
2022
Q3 | $3K | Sell |
187
-262
| -58% | -$4.2K | ﹤0.01% | 3259 |
|
|
2022
Q2 | $8K | Sell |
449
-24
| -5% | -$428 | ﹤0.01% | 2679 |
|
|
2022
Q1 | $9K | Buy |
473
+24
| +5% | +$457 | ﹤0.01% | 2514 |
|
|
2021
Q4 | $9K | Buy |
+449
| New | +$9K | ﹤0.01% | 2383 |
|