Carson Wealth (CWM LLC)’s Hanmi Financial HAFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$951K Buy
38,519
+2,925
+8% +$72.2K ﹤0.01% 1259
2025
Q1
$807K Buy
35,594
+4,139
+13% +$93.8K ﹤0.01% 1255
2024
Q4
$743K Buy
31,455
+2,271
+8% +$53.6K ﹤0.01% 1222
2024
Q3
$543K Buy
29,184
+12,193
+72% +$227K ﹤0.01% 1285
2024
Q2
$284K Buy
16,991
+11,173
+192% +$187K ﹤0.01% 1416
2024
Q1
$93K Buy
5,818
+3,586
+161% +$57.3K ﹤0.01% 1917
2023
Q4
$43K Buy
2,232
+1,662
+292% +$32K ﹤0.01% 2267
2023
Q3
$9K Buy
570
+477
+513% +$7.53K ﹤0.01% 3187
2023
Q2
$1K Sell
93
-220
-70% -$2.37K ﹤0.01% 3956
2023
Q1
$6K Buy
313
+3
+1% +$58 ﹤0.01% 3202
2022
Q4
$8K Sell
310
-24
-7% -$619 ﹤0.01% 2926
2022
Q3
$8K Buy
334
+51
+18% +$1.22K ﹤0.01% 2813
2022
Q2
$6K Sell
283
-79
-22% -$1.68K ﹤0.01% 2883
2022
Q1
$9K Hold
362
﹤0.01% 2533
2021
Q4
$9K Buy
+362
New +$9K ﹤0.01% 2404