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Dogwood Wealth Management’s California Resources CRC Stock Holding History

Dogwood Wealth Management’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$106 – 765
2025
Q3 		$106 Buy
+2
New +$100 ﹤0.01% 716

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Dogwood Wealth Management's CRC Position: Q4 2025 in Review

Dogwood Wealth Management sold out of California Resources (CRC) in Q4 2025, closing a stake of 2 shares — an estimated $106 sold.

Dogwood Wealth Management first reported a position in CRC in Q3 2025 and held it in 1 quarter. The position peaked at $106 in Q3 2025. 324 funds tracked by Wall St. Rank hold CRC as of Q4 2025.

  • Dogwood Wealth Management reported no remaining California Resources position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 2 California Resources shares in Q4 2025, an estimated $106.
  • Dogwood Wealth Management first reported a position in California Resources in Q3 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's California Resources position peaked at $106 in Q3 2025.
  • 324 funds tracked by Wall St. Rank held California Resources as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.