Spire Wealth Management’s California Resources CRC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-530	Closed	-$23.7K	–	2290
2025 Q4	$23.7K	Sell	530 -1,695	-76%	-$80.4K	﹤0.01%	1423
2025 Q3	$118K	Hold	2,225	–	–	﹤0.01%	935
2025 Q2	$102K	Sell	2,225 -118	-5%	-$4.82K	﹤0.01%	965
2025 Q1	$103K	Buy	2,343 +178	+8%	+$8.45K	﹤0.01%	1022
2024 Q4	$112K	Buy	2,165 +70	+3%	+$3.8K	﹤0.01%	991
2024 Q3	$110K	Hold	2,095	–	–	﹤0.01%	885
2024 Q2	$111K	Buy	2,095 +285	+16%	+$14.5K	﹤0.01%	867
2024 Q1	$99.7K	Hold	1,810	–	–	﹤0.01%	988
2023 Q4	$91.5K	Sell	1,810 -6	-0.3%	-$315	﹤0.01%	1014
2023 Q3	$102K	Sell	1,816 -134	-7%	-$7.13K	﹤0.01%	950
2023 Q2	$88.3K	Hold	1,950	–	–	﹤0.01%	1007
2023 Q1	$75.1K	Buy	1,950 +575	+42%	+$23.8K	﹤0.01%	1053
2022 Q4	$60K	Buy	1,375 +125	+10%	+$5.48K	﹤0.01%	923
2022 Q3	$48K	Sell	1,250 -700	-36%	-$30.4K	﹤0.01%	963
2022 Q2	$75K	Sell	1,950 -1,790	-48%	-$76.8K	﹤0.01%	1142
2022 Q1	$167K	Buy	3,740 +2,990	+399%	+$129K	﹤0.01%	961
2021 Q4	$32K	Buy	+750	New	+$32.1K	﹤0.01%	1913