Carson Wealth (CWM LLC)’s OFG Bancorp OFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
2,570
-691
| -21% | -$29.6K | ﹤0.01% | 2626 |
|
|
2025
Q1 | $131K | Sell |
3,261
-271
| -8% | -$10.9K | ﹤0.01% | 2202 |
|
|
2024
Q4 | $149K | Sell |
3,532
-916
| -21% | -$38.6K | ﹤0.01% | 2024 |
|
|
2024
Q3 | $200K | Buy |
4,448
+2,580
| +138% | +$116K | ﹤0.01% | 1755 |
|
|
2024
Q2 | $70K | Buy |
1,868
+1,112
| +147% | +$41.7K | ﹤0.01% | 2227 |
|
|
2024
Q1 | $28K | Buy |
756
+187
| +33% | +$6.93K | ﹤0.01% | 2679 |
|
|
2023
Q4 | $21K | Sell |
569
-23
| -4% | -$849 | ﹤0.01% | 2746 |
|
|
2023
Q3 | $18K | Hold |
592
| – | – | ﹤0.01% | 2752 |
|
|
2023
Q2 | $15K | Buy |
592
+73
| +14% | +$1.85K | ﹤0.01% | 2824 |
|
|
2023
Q1 | $13K | Buy |
519
+9
| +2% | +$225 | ﹤0.01% | 2798 |
|
|
2022
Q4 | $14K | Buy |
510
+24
| +5% | +$659 | ﹤0.01% | 2610 |
|
|
2022
Q3 | $12K | Buy |
486
+163
| +50% | +$4.03K | ﹤0.01% | 2577 |
|
|
2022
Q2 | $8K | Hold |
323
| – | – | ﹤0.01% | 2717 |
|
|
2022
Q1 | $9K | Buy |
323
+87
| +37% | +$2.42K | ﹤0.01% | 2546 |
|
|
2021
Q4 | $6K | Buy |
+236
| New | +$6K | ﹤0.01% | 2644 |
|