Carson Wealth (CWM LLC)’s RBB Bancorp RBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Sell |
3,034
-1,530
| -34% | -$26.2K | ﹤0.01% | 3251 |
|
|
2025
Q1 | $75K | Sell |
4,564
-221
| -5% | -$3.63K | ﹤0.01% | 2660 |
|
|
2024
Q4 | $98K | Sell |
4,785
-229
| -5% | -$4.69K | ﹤0.01% | 2294 |
|
|
2024
Q3 | $115K | Buy |
5,014
+420
| +9% | +$9.63K | ﹤0.01% | 2117 |
|
|
2024
Q2 | $86K | Buy |
4,594
+818
| +22% | +$15.3K | ﹤0.01% | 2072 |
|
|
2024
Q1 | $68K | Buy |
3,776
+2
| +0.1% | +$36 | ﹤0.01% | 2104 |
|
|
2023
Q4 | $72K | Sell |
3,774
-112
| -3% | -$2.14K | ﹤0.01% | 1958 |
|
|
2023
Q3 | $50K | Buy |
3,886
+21
| +0.5% | +$270 | ﹤0.01% | 2063 |
|
|
2023
Q2 | $46K | Buy |
+3,865
| New | +$46K | ﹤0.01% | 2058 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$1K | – | 4184 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 3720 |
|
|
2022
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 3595 |
|