Carson Wealth (CWM LLC)’s United Security Bancshares UBFO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-558
| Closed | -$6K | – | 5203 |
|
|
2024
Q4 | $6K | Sell |
558
-840
| -60% | -$9.03K | ﹤0.01% | 4152 |
|
|
2024
Q3 | $12K | Hold |
1,398
| – | – | ﹤0.01% | 3700 |
|
|
2024
Q2 | $10K | Hold |
1,398
| – | – | ﹤0.01% | 3570 |
|
|
2024
Q1 | $11K | Hold |
1,398
| – | – | ﹤0.01% | 3301 |
|
|
2023
Q4 | $12K | Buy |
1,398
+330
| +31% | +$2.83K | ﹤0.01% | 3100 |
|
|
2023
Q3 | $8K | Hold |
1,068
| – | – | ﹤0.01% | 3269 |
|
|
2023
Q2 | $7K | Hold |
1,068
| – | – | ﹤0.01% | 3304 |
|
|
2023
Q1 | $7K | Hold |
1,068
| – | – | ﹤0.01% | 3164 |
|
|
2022
Q4 | $8K | Hold |
1,068
| – | – | ﹤0.01% | 2959 |
|
|
2022
Q3 | $7K | Hold |
1,068
| – | – | ﹤0.01% | 2924 |
|
|
2022
Q2 | $8K | Hold |
1,068
| – | – | ﹤0.01% | 2741 |
|
|
2022
Q1 | $9K | Buy |
+1,068
| New | +$9K | ﹤0.01% | 2564 |
|