Beese Fulmer Investment Management’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 |
-10,220
| Closed | -$145K | – | 287 |
|
|
2025
Q1 | $145K | Hold |
10,220
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $158K | Hold |
10,220
| – | – | 0.01% | 224 |
|
|
2024
Q3 | $151K | Hold |
10,220
| – | – | 0.01% | 229 |
|
|
2024
Q2 | $131K | Hold |
10,220
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $155K | Hold |
10,220
| – | – | 0.01% | 222 |
|
|
2023
Q4 | $137K | Hold |
10,220
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $127K | Hold |
10,220
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $118K | Hold |
10,220
| – | – | 0.01% | 218 |
|
|
2023
Q1 | $128K | Hold |
10,220
| – | – | 0.01% | 216 |
|
|
2022
Q4 | $163K | Hold |
10,220
| – | – | 0.02% | 217 |
|
|
2022
Q3 | $163K | Hold |
10,220
| – | – | 0.02% | 204 |
|
|
2022
Q2 | $180K | Hold |
10,220
| – | – | 0.02% | 219 |
|
|
2022
Q1 | $198K | Hold |
10,220
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $201K | Hold |
10,220
| – | – | 0.02% | 239 |
|
|
2021
Q3 | $189K | Hold |
10,220
| – | – | 0.02% | 232 |
|
|
2021
Q2 | $179K | Hold |
10,220
| – | – | 0.02% | 229 |
|
|
2021
Q1 | $185K | Hold |
10,220
| – | – | 0.02% | 220 |
|
|
2020
Q4 | $150K | Buy |
+10,220
| New | +$150K | 0.02% | 205 |
|
|
2020
Q3 | – | Sell |
-9,120
| Closed | -$99K | – | 225 |
|
|
2020
Q2 | $99K | Buy |
+9,120
| New | +$99K | 0.01% | 246 |
|