Carson Wealth (CWM LLC)’s First Guaranty Bancshares FGBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Hold |
5,963
| – | – | ﹤0.01% | 3292 |
|
|
2025
Q1 | $46K | Hold |
5,963
| – | – | ﹤0.01% | 3043 |
|
|
2024
Q4 | $68K | Hold |
5,963
| – | – | ﹤0.01% | 2560 |
|
|
2024
Q3 | $64K | Hold |
5,963
| – | – | ﹤0.01% | 2505 |
|
|
2024
Q2 | $54K | Hold |
5,963
| – | – | ﹤0.01% | 2429 |
|
|
2024
Q1 | $61K | Hold |
5,963
| – | – | ﹤0.01% | 2166 |
|
|
2023
Q4 | $66K | Hold |
5,963
| – | – | ﹤0.01% | 2010 |
|
|
2023
Q3 | $66K | Hold |
5,963
| – | – | ﹤0.01% | 1898 |
|
|
2023
Q2 | $67K | Hold |
5,963
| – | – | ﹤0.01% | 1792 |
|
|
2023
Q1 | $93K | Hold |
5,963
| – | – | ﹤0.01% | 1523 |
|
|
2022
Q4 | $140K | Hold |
5,963
| – | – | ﹤0.01% | 1242 |
|
|
2022
Q3 | $130K | Hold |
5,963
| – | – | ﹤0.01% | 1222 |
|
|
2022
Q2 | $145K | Sell |
5,963
-6,000
| -50% | -$146K | ﹤0.01% | 1168 |
|
|
2022
Q1 | $286K | Hold |
11,963
| – | – | ﹤0.01% | 896 |
|
|
2021
Q4 | $244K | Buy |
+11,963
| New | +$244K | ﹤0.01% | 936 |
|
|
2021
Q2 | $212K | Hold |
11,963
| – | – | ﹤0.01% | 883 |
|
|
2021
Q1 | $212K | Hold |
11,963
| – | – | ﹤0.01% | 883 |
|
|
2020
Q4 | $212K | Hold |
11,963
| – | – | ﹤0.01% | 883 |
|
|
2020
Q3 | $212K | Hold |
11,963
| – | – | ﹤0.01% | 883 |
|
|
2020
Q2 | $212K | Hold |
11,963
| – | – | ﹤0.01% | 883 |
|
|
2020
Q1 | $212K | Hold |
11,963
| – | – | ﹤0.01% | 883 |
|
|
2019
Q4 | $212K | Sell |
11,963
-1,196
| -9% | -$21.2K | ﹤0.01% | 883 |
|
|
2019
Q3 | $212K | Hold |
13,159
| – | – | ﹤0.01% | 883 |
|
|
2019
Q2 | $212K | Hold |
13,159
| – | – | ﹤0.01% | 883 |
|
|
2019
Q1 | $212K | Buy |
13,159
+1,196
| +10% | +$19.3K | ﹤0.01% | 883 |
|
|
2018
Q4 | $229K | Sell |
11,963
-2,330
| -16% | -$44.6K | 0.01% | 572 |
|
|
2018
Q3 | $303K | Sell |
14,293
-4,931
| -26% | -$105K | 0.01% | 444 |
|
|
2018
Q2 | $413K | Buy |
+19,224
| New | +$413K | 0.01% | 349 |
|