Carson Wealth (CWM LLC)’s RBB Bancorp RBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $111K | Buy |
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|
2025
Q2 | $52K | Sell |
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|
2025
Q1 | $75K | Sell |
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|
2024
Q4 | $98K | Sell |
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|
2024
Q3 | $115K | Buy |
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|
2024
Q2 | $86K | Buy |
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|
2024
Q1 | $68K | Buy |
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|
2023
Q4 | $72K | Sell |
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|
2023
Q3 | $50K | Buy |
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|
2023
Q2 | $46K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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