Carson Wealth (CWM LLC)’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $243K | Buy |
|
|||||
|
2025
Q2 | $123K | Buy |
|
|||||
|
2025
Q1 | $114K | Buy |
|
|||||
|
2024
Q4 | $88K | Buy |
|
|||||
|
2024
Q3 | $75K | Sell |
|
|||||
|
2024
Q2 | $84K | Buy |
|
|||||
|
2024
Q1 | $98K | Sell |
|
|||||
|
2023
Q4 | $91K | Buy |
|
|||||
|
2023
Q3 | $9K | Buy |
|
|||||
|
2023
Q2 | $7K | Buy |
|
|||||
|
2023
Q1 | $4K | Buy |
|
|||||
|
2022
Q4 | $0 | Sell |
|
|||||
|
2022
Q3 | $3K | Sell |
|
|||||
|
2022
Q2 | $8K | Sell |
|
|||||
|
2022
Q1 | $9K | Buy |
|
|||||
|
2021
Q4 | $9K | Buy |
|