Carson Wealth (CWM LLC)’s Hope Bancorp HOPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $165K | Buy |
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|
2025
Q2 | $142K | Sell |
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|
2025
Q1 | $153K | Buy |
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|
2024
Q4 | $131K | Buy |
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|
2024
Q3 | $114K | Buy |
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|
2024
Q2 | $85K | Sell |
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|
2024
Q1 | $103K | Buy |
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|
2023
Q4 | $78K | Sell |
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|
2023
Q3 | $60K | Buy |
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|
2023
Q2 | $56K | Buy |
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|
2023
Q1 | $15K | Buy |
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|
2022
Q4 | $8K | Sell |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $17K | Buy |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Buy |
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|
2018
Q4 | $1K | Buy |
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