Carson Wealth (CWM LLC)’s Civista Bancshares CIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89K | Buy |
3,819
+735
| +24% | +$17.1K | ﹤0.01% | 2819 |
|
|
2025
Q1 | $60K | Buy |
3,084
+938
| +44% | +$18.2K | ﹤0.01% | 2815 |
|
|
2024
Q4 | $45K | Buy |
2,146
+164
| +8% | +$3.44K | ﹤0.01% | 2872 |
|
|
2024
Q3 | $35K | Buy |
1,982
+775
| +64% | +$13.7K | ﹤0.01% | 2962 |
|
|
2024
Q2 | $19K | Buy |
1,207
+1,183
| +4,929% | +$18.6K | ﹤0.01% | 3135 |
|
|
2024
Q1 | $0 | Buy |
+24
| New | – | ﹤0.01% | 4349 |
|