Carson Wealth (CWM LLC)’s Old Second Bancorp OSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
19,451
-854
| -4% | -$15.1K | ﹤0.01% | 1776 |
|
|
2025
Q1 | $338K | Buy |
20,305
+10,559
| +108% | +$176K | ﹤0.01% | 1610 |
|
|
2024
Q4 | $173K | Buy |
9,746
+1,780
| +22% | +$31.6K | ﹤0.01% | 1922 |
|
|
2024
Q3 | $124K | Buy |
7,966
+2,123
| +36% | +$33K | ﹤0.01% | 2056 |
|
|
2024
Q2 | $87K | Sell |
5,843
-9,786
| -63% | -$146K | ﹤0.01% | 2061 |
|
|
2024
Q1 | $216K | Buy |
15,629
+236
| +2% | +$3.26K | ﹤0.01% | 1480 |
|
|
2023
Q4 | $238K | Buy |
15,393
+47
| +0.3% | +$727 | ﹤0.01% | 1339 |
|
|
2023
Q3 | $209K | Buy |
15,346
+4,305
| +39% | +$58.6K | ﹤0.01% | 1297 |
|
|
2023
Q2 | $144K | Sell |
11,041
-296
| -3% | -$3.86K | ﹤0.01% | 1383 |
|
|
2023
Q1 | $159K | Hold |
11,337
| – | – | ﹤0.01% | 1290 |
|
|
2022
Q4 | $182K | Buy |
11,337
+14
| +0.1% | +$225 | ﹤0.01% | 1132 |
|
|
2022
Q3 | $148K | Buy |
11,323
+11,062
| +4,238% | +$145K | ﹤0.01% | 1163 |
|
|
2022
Q2 | $3K | Buy |
261
+64
| +32% | +$736 | ﹤0.01% | 3214 |
|
|
2022
Q1 | $3K | Hold |
197
| – | – | ﹤0.01% | 3048 |
|
|
2021
Q4 | $2K | Buy |
+197
| New | +$2K | ﹤0.01% | 3144 |
|
|
2021
Q2 | $2K | Hold |
197
| – | – | ﹤0.01% | 2657 |
|
|
2021
Q1 | $2K | Hold |
197
| – | – | ﹤0.01% | 2657 |
|
|
2020
Q4 | $2K | Hold |
197
| – | – | ﹤0.01% | 2657 |
|
|
2020
Q3 | $2K | Hold |
197
| – | – | ﹤0.01% | 2657 |
|
|
2020
Q2 | $2K | Hold |
197
| – | – | ﹤0.01% | 2657 |
|
|
2020
Q1 | $2K | Hold |
197
| – | – | ﹤0.01% | 2657 |
|
|
2019
Q4 | $2K | Hold |
197
| – | – | ﹤0.01% | 2657 |
|
|
2019
Q3 | $2K | Hold |
197
| – | – | ﹤0.01% | 2657 |
|
|
2019
Q2 | $2K | Hold |
197
| – | – | ﹤0.01% | 2657 |
|
|
2019
Q1 | $2K | Buy |
+197
| New | +$2K | ﹤0.01% | 2657 |
|