Carson Wealth (CWM LLC)’s First Guaranty Bancshares FGBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48K | Hold |
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|
2025
Q2 | $49K | Hold |
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|
2025
Q1 | $46K | Hold |
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|
2024
Q4 | $68K | Hold |
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|
2024
Q3 | $64K | Hold |
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|
2024
Q2 | $54K | Hold |
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|
2024
Q1 | $61K | Hold |
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|
2023
Q4 | $66K | Hold |
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|
2023
Q3 | $66K | Hold |
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|
2023
Q2 | $67K | Hold |
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|
2023
Q1 | $93K | Hold |
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|
2022
Q4 | $140K | Hold |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $145K | Sell |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $212K | Hold |
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|
2020
Q3 | $212K | Hold |
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|
2020
Q2 | $212K | Hold |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $212K | Sell |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $212K | Hold |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $303K | Sell |
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|
2018
Q2 | $413K | Buy |
|