AWM
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Abound Wealth Management’s Banc of California BANC Stock Holding History

Abound Wealth Management’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$183 Hold
13
– – ﹤0.01% 1069
2025
Q1 		$185 Sell
13
-5
-28% -$71 ﹤0.01% 1015
2024
Q4 		$279 Buy
+18
New +$279 ﹤0.01% 916