Carson Wealth (CWM LLC)’s Banner Corp BANR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85K | Sell |
1,328
-30
| -2% | -$1.92K | ﹤0.01% | 2852 |
|
|
2025
Q1 | $87K | Buy |
1,358
+122
| +10% | +$7.82K | ﹤0.01% | 2531 |
|
|
2024
Q4 | $82K | Sell |
1,236
-1,039
| -46% | -$68.9K | ﹤0.01% | 2410 |
|
|
2024
Q3 | $136K | Buy |
2,275
+371
| +19% | +$22.2K | ﹤0.01% | 1992 |
|
|
2024
Q2 | $94K | Buy |
1,904
+715
| +60% | +$35.3K | ﹤0.01% | 2004 |
|
|
2024
Q1 | $57K | Buy |
1,189
+54
| +5% | +$2.59K | ﹤0.01% | 2212 |
|
|
2023
Q4 | $61K | Buy |
1,135
+378
| +50% | +$20.3K | ﹤0.01% | 2042 |
|
|
2023
Q3 | $32K | Buy |
757
+683
| +923% | +$28.9K | ﹤0.01% | 2360 |
|
|
2023
Q2 | $3K | Sell |
74
-131
| -64% | -$5.31K | ﹤0.01% | 3595 |
|
|
2023
Q1 | $11K | Sell |
205
-42
| -17% | -$2.25K | ﹤0.01% | 2876 |
|
|
2022
Q4 | $16K | Buy |
247
+2
| +0.8% | +$130 | ﹤0.01% | 2499 |
|
|
2022
Q3 | $14K | Buy |
245
+60
| +32% | +$3.43K | ﹤0.01% | 2448 |
|
|
2022
Q2 | $10K | Sell |
185
-320
| -63% | -$17.3K | ﹤0.01% | 2559 |
|
|
2022
Q1 | $30K | Buy |
505
+272
| +117% | +$16.2K | ﹤0.01% | 1834 |
|
|
2021
Q4 | $14K | Buy |
+233
| New | +$14K | ﹤0.01% | 2153 |
|