Carson Wealth (CWM LLC)’s Hope Bancorp HOPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
13,204
-1,382
| -9% | -$14.9K | ﹤0.01% | 2439 |
|
|
2025
Q1 | $153K | Buy |
14,586
+3,940
| +37% | +$41.3K | ﹤0.01% | 2098 |
|
|
2024
Q4 | $131K | Buy |
10,646
+1,537
| +17% | +$18.9K | ﹤0.01% | 2102 |
|
|
2024
Q3 | $114K | Buy |
9,109
+1,238
| +16% | +$15.5K | ﹤0.01% | 2119 |
|
|
2024
Q2 | $85K | Sell |
7,871
-1,068
| -12% | -$11.5K | ﹤0.01% | 2081 |
|
|
2024
Q1 | $103K | Buy |
8,939
+2,513
| +39% | +$29K | ﹤0.01% | 1868 |
|
|
2023
Q4 | $78K | Sell |
6,426
-354
| -5% | -$4.3K | ﹤0.01% | 1896 |
|
|
2023
Q3 | $60K | Buy |
6,780
+123
| +2% | +$1.09K | ﹤0.01% | 1953 |
|
|
2023
Q2 | $56K | Buy |
6,657
+5,114
| +331% | +$43K | ﹤0.01% | 1889 |
|
|
2023
Q1 | $15K | Buy |
1,543
+933
| +153% | +$9.07K | ﹤0.01% | 2687 |
|
|
2022
Q4 | $8K | Sell |
610
-113
| -16% | -$1.48K | ﹤0.01% | 2929 |
|
|
2022
Q3 | $9K | Sell |
723
-244
| -25% | -$3.04K | ﹤0.01% | 2750 |
|
|
2022
Q2 | $13K | Sell |
967
-1,983
| -67% | -$26.7K | ﹤0.01% | 2416 |
|
|
2022
Q1 | $47K | Buy |
2,950
+1,782
| +153% | +$28.4K | ﹤0.01% | 1633 |
|
|
2021
Q4 | $17K | Buy |
+1,168
| New | +$17K | ﹤0.01% | 2071 |
|
|
2021
Q2 | $2K | Hold |
172
| – | – | ﹤0.01% | 2634 |
|
|
2021
Q1 | $2K | Hold |
172
| – | – | ﹤0.01% | 2634 |
|
|
2020
Q4 | $2K | Hold |
172
| – | – | ﹤0.01% | 2634 |
|
|
2020
Q3 | $2K | Hold |
172
| – | – | ﹤0.01% | 2634 |
|
|
2020
Q2 | $2K | Hold |
172
| – | – | ﹤0.01% | 2634 |
|
|
2020
Q1 | $2K | Hold |
172
| – | – | ﹤0.01% | 2634 |
|
|
2019
Q4 | $2K | Hold |
172
| – | – | ﹤0.01% | 2634 |
|
|
2019
Q3 | $2K | Hold |
172
| – | – | ﹤0.01% | 2634 |
|
|
2019
Q2 | $2K | Hold |
172
| – | – | ﹤0.01% | 2634 |
|
|
2019
Q1 | $2K | Buy |
172
+127
| +282% | +$1.48K | ﹤0.01% | 2634 |
|
|
2018
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1899 |
|