JFS Wealth Advisors’s California Resources CRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549 | Sell |
12
-10
| -45% | -$458 | ﹤0.01% | 1683 |
|
|
2025
Q1 | $968 | Sell |
22
-35
| -61% | -$1.54K | ﹤0.01% | 1653 |
|
|
2024
Q4 | $2.96K | Buy |
57
+9
| +19% | +$467 | ﹤0.01% | 1322 |
|
|
2024
Q3 | $2.52K | Sell |
48
-3
| -6% | -$157 | ﹤0.01% | 1393 |
|
|
2024
Q2 | $2.72K | Buy |
51
+8
| +19% | +$426 | ﹤0.01% | 1318 |
|
|
2024
Q1 | $2.37K | Hold |
43
| – | – | ﹤0.01% | 1381 |
|
|
2023
Q4 | $2.35K | Sell |
43
-5
| -10% | -$273 | ﹤0.01% | 1356 |
|
|
2023
Q3 | $2.69K | Buy |
48
+21
| +78% | +$1.18K | ﹤0.01% | 1243 |
|
|
2023
Q2 | $1.22K | Buy |
27
+17
| +170% | +$770 | ﹤0.01% | 1542 |
|
|
2023
Q1 | $385 | Sell |
10
-14
| -58% | -$539 | ﹤0.01% | 1750 |
|
|
2022
Q4 | $1.04K | Buy |
24
+1
| +4% | +$44 | ﹤0.01% | 1587 |
|
|
2022
Q3 | $1K | Buy |
23
+6
| +35% | +$261 | ﹤0.01% | 1519 |
|
|
2022
Q2 | $1K | Buy |
17
+7
| +70% | +$412 | ﹤0.01% | 1493 |
|
|
2022
Q1 | $0 | Buy |
10
+8
| +400% | – | ﹤0.01% | 1840 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1740 |
|