Carson Wealth (CWM LLC)
BFIN

Carson Wealth (CWM LLC)’s BankFinancial BFIN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BFIN Stock Details BFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,775
Closed -$33K – 5681
2025
Q4 		$33K Buy
2,775
+1,818
+190% +$21.5K ﹤0.01% 3881
2025
Q3 		$12K Buy
+957
New +$11.3K ﹤0.01% 4380

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