CAPTRUST Financial Advisors’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
|
|||||
|
2025
Q1 | $204K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $598K | Sell |
|
|||||
|
2023
Q3 | $785K | Sell |
|
|||||
|
2023
Q2 | $860K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $228K | Sell |
|
|||||
|
2022
Q3 | $227K | Sell |
|
|||||
|
2022
Q2 | $224K | Buy |
|
|||||
|
2022
Q1 | $259K | Buy |
|
|||||
|
2021
Q4 | $206K | Sell |
|
|||||
|
2021
Q3 | $227K | Buy |
|
|||||
|
2021
Q2 | $220K | Buy |
|
|||||
|
2021
Q1 | $224K | Buy |
|
|||||
|
2020
Q4 | $6K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $12K | Buy |
|