VF
Vest Financial’s California Resources CRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-688,746
| Closed | -$35.7M | – | 409 |
|
|
2024
Q4 | $35.7M | Buy |
688,746
+149,737
| +28% | +$7.77M | 0.63% | 72 |
|
|
2024
Q3 | $28.3M | Buy |
539,009
+68,315
| +15% | +$3.58M | 0.55% | 92 |
|
|
2024
Q2 | $25.1M | Buy |
470,694
+130,526
| +38% | +$6.95M | 0.6% | 69 |
|
|
2024
Q1 | $18.7M | Buy |
340,168
+335,599
| +7,345% | +$18.5M | 0.5% | 98 |
|
|
2023
Q4 | $250K | Buy |
+4,569
| New | +$250K | 0.01% | 135 |
|