Kingsview Wealth Management’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 | $3.42M | Buy |
+74,906
| New | +$3.42M | 0.06% | 313 |
|
2025
Q1 | – | Sell |
-4,021
| Closed | -$209K | – | 1103 |
|
2024
Q4 | $209K | Hold |
4,021
| – | – | ﹤0.01% | 1046 |
|
2024
Q3 | $211K | Hold |
4,021
| – | – | ﹤0.01% | 1022 |
|
2024
Q2 | $214K | Hold |
4,021
| – | – | 0.01% | 965 |
|
2024
Q1 | $222K | Hold |
4,021
| – | – | 0.01% | 932 |
|
2023
Q4 | $220K | Hold |
4,021
| – | – | 0.01% | 870 |
|
2023
Q3 | $225K | Buy |
+4,021
| New | +$225K | 0.01% | 846 |
|