Apella Capital’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,065
| Closed | -$301K | – | 424 |
|
|
2025
Q1 | $301K | Hold |
23,065
| – | – | 0.01% | 302 |
|
|
2024
Q4 | $357K | Hold |
23,065
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $320K | Sell |
23,065
-276
| -1% | -$3.83K | 0.01% | 264 |
|
|
2024
Q2 | $292K | Hold |
23,341
| – | – | 0.01% | 261 |
|
|
2024
Q1 | $350K | Hold |
23,341
| – | – | 0.02% | 228 |
|
|
2023
Q4 | $298K | Buy |
+23,341
| New | +$298K | 0.02% | 242 |
|