Carson Wealth (CWM LLC)’s Central Pacific Financial CPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
3,838
-447
| -10% | -$12.6K | ﹤0.01% | 2639 |
|
|
2025
Q1 | $116K | Buy |
4,285
+639
| +18% | +$17.3K | ﹤0.01% | 2296 |
|
|
2024
Q4 | $106K | Buy |
3,646
+169
| +5% | +$4.91K | ﹤0.01% | 2243 |
|
|
2024
Q3 | $103K | Buy |
3,477
+1,520
| +78% | +$45K | ﹤0.01% | 2177 |
|
|
2024
Q2 | $41K | Buy |
1,957
+1,349
| +222% | +$28.3K | ﹤0.01% | 2600 |
|
|
2024
Q1 | $12K | Buy |
608
+587
| +2,795% | +$11.6K | ﹤0.01% | 3216 |
|
|
2023
Q4 | $0 | Sell |
21
-39
| -65% | – | ﹤0.01% | 4178 |
|
|
2023
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 3944 |
|
|
2023
Q2 | $1K | Sell |
60
-121
| -67% | -$2.02K | ﹤0.01% | 3923 |
|
|
2023
Q1 | $3K | Buy |
181
+72
| +66% | +$1.19K | ﹤0.01% | 3472 |
|
|
2022
Q4 | $2K | Sell |
109
-270
| -71% | -$4.95K | ﹤0.01% | 3515 |
|
|
2022
Q3 | $8K | Sell |
379
-131
| -26% | -$2.77K | ﹤0.01% | 2799 |
|
|
2022
Q2 | $11K | Buy |
510
+98
| +24% | +$2.11K | ﹤0.01% | 2511 |
|
|
2022
Q1 | $11K | Buy |
412
+11
| +3% | +$294 | ﹤0.01% | 2400 |
|
|
2021
Q4 | $11K | Buy |
+401
| New | +$11K | ﹤0.01% | 2289 |
|
|
2021
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 2486 |
|
|
2021
Q1 | $3K | Hold |
109
| – | – | ﹤0.01% | 2486 |
|
|
2020
Q4 | $3K | Hold |
109
| – | – | ﹤0.01% | 2486 |
|
|
2020
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 2486 |
|
|
2020
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 2486 |
|
|
2020
Q1 | $3K | Hold |
109
| – | – | ﹤0.01% | 2486 |
|
|
2019
Q4 | $3K | Hold |
109
| – | – | ﹤0.01% | 2486 |
|
|
2019
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 2486 |
|
|
2019
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 2486 |
|
|
2019
Q1 | $3K | Buy |
+109
| New | +$3K | ﹤0.01% | 2486 |
|