Golden State Wealth Management, LLC FLAHERTY & CRUMRINE Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Number of Shares
4,064
Previous 3,996 1.7%
Holding current value
$83.4 Million
Previous $80.9 Million 3.17%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
68 Added 1.7%
4,064 $83.4 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-3,994 Reduced 49.99%
3,996 $80.9 Million
Q1 2025

Apr 23, 2025
BUY
N/A
4,059 Added 103.26%
7,990 $0
Q4 2024

Jan 28, 2025
SELL
N/A
-3,205 Reduced 44.91%
3,931 $78.4 Million
Q1 2022

May 16, 2022
BUY
N/A
7,136 New
7,136 $214,000
Q4 2021

Feb 14, 2022
SELL
N/A
-7,076 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
N/A
-130 Reduced 1.8%
7,076 $204,000
Q2 2021

Aug 12, 2021
BUY
N/A
70 Added 0.98%
7,206 $211,000
Q1 2021

May 14, 2021
BUY
N/A
69 Added 0.98%
7,136 $214,000
Q4 2020

Jan 28, 2021
BUY
N/A
69 Added 0.99%
7,067 $205,000
Q3 2020

Nov 12, 2020
SELL
N/A
-1,381 Reduced 16.48%
6,998 $191,000
Q2 2020

Aug 13, 2020
BUY
N/A
8,379 New
8,379 $204,000
Q2 2020

Aug 11, 2020
SELL
N/A
-8,299 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
N/A
8,299 New
8,299 $168,000
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