Carson Wealth (CWM LLC)’s Origin Bancorp OBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
3,157
+2,139
| +210% | +$76.6K | ﹤0.01% | 2606 |
|
|
2025
Q1 | $35K | Buy |
1,018
+315
| +45% | +$10.8K | ﹤0.01% | 3262 |
|
|
2024
Q4 | $23K | Sell |
703
-18
| -2% | -$589 | ﹤0.01% | 3346 |
|
|
2024
Q3 | $23K | Buy |
721
+83
| +13% | +$2.65K | ﹤0.01% | 3271 |
|
|
2024
Q2 | $20K | Buy |
638
+223
| +54% | +$6.99K | ﹤0.01% | 3113 |
|
|
2024
Q1 | $13K | Buy |
415
+13
| +3% | +$407 | ﹤0.01% | 3191 |
|
|
2023
Q4 | $14K | Hold |
402
| – | – | ﹤0.01% | 2992 |
|
|
2023
Q3 | $12K | Buy |
402
+250
| +164% | +$7.46K | ﹤0.01% | 3044 |
|
|
2023
Q2 | $4K | Buy |
+152
| New | +$4K | ﹤0.01% | 3541 |
|