Beese Fulmer Investment Management’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $145K | Hold |
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|
2024
Q4 | $158K | Hold |
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|
2024
Q3 | $151K | Hold |
|
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|
2024
Q2 | $131K | Hold |
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|
2024
Q1 | $155K | Hold |
|
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|
2023
Q4 | $137K | Hold |
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|
2023
Q3 | $127K | Hold |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $128K | Hold |
|
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|
2022
Q4 | $163K | Hold |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $180K | Hold |
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|
2022
Q1 | $198K | Hold |
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|
2021
Q4 | $201K | Hold |
|
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|
2021
Q3 | $189K | Hold |
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|
2021
Q2 | $179K | Hold |
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|
2021
Q1 | $185K | Hold |
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|
2020
Q4 | $150K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $99K | Buy |
|