Annis Gardner Whiting Capital Advisors’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41K | Buy |
114
+74
| +185% | +$1.56K | ﹤0.01% | 932 |
|
|
2025
Q1 | $853 | Sell |
40
-31
| -44% | -$661 | ﹤0.01% | 716 |
|
|
2024
Q4 | $1.77K | Buy |
71
+31
| +78% | +$773 | ﹤0.01% | 697 |
|
|
2024
Q3 | $1.01K | Hold |
40
| – | – | ﹤0.01% | 728 |
|
|
2024
Q2 | $919 | Buy |
40
+5
| +14% | +$115 | ﹤0.01% | 894 |
|
|
2024
Q1 | $840 | Sell |
35
-34
| -49% | -$816 | ﹤0.01% | 883 |
|
|
2023
Q4 | $2.01K | Buy |
69
+34
| +97% | +$990 | ﹤0.01% | 634 |
|
|
2023
Q3 | $762 | Buy |
+35
| New | +$762 | ﹤0.01% | 655 |
|