Integrated Wealth Concepts’s CFSB Bancorp CFSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,000
| Closed | -$76.3K | – | 1911 |
|
|
2025
Q1 | $76.3K | Hold |
10,000
| – | – | ﹤0.01% | 1691 |
|
|
2024
Q4 | $67.6K | Hold |
10,000
| – | – | ﹤0.01% | 1672 |
|
|
2024
Q3 | $69K | Hold |
10,000
| – | – | ﹤0.01% | 1626 |
|
|
2024
Q2 | $65.7K | Hold |
10,000
| – | – | ﹤0.01% | 1598 |
|
|
2024
Q1 | $72.5K | Hold |
10,000
| – | – | ﹤0.01% | 1599 |
|
|
2023
Q4 | $64.5K | Hold |
10,000
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q3 | $70K | Hold |
10,000
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q2 | $79.9K | Hold |
10,000
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q1 | $78K | Hold |
10,000
| – | – | ﹤0.01% | 1289 |
|
|
2022
Q4 | $81K | Buy |
+10,000
| New | +$81K | ﹤0.01% | 998 |
|