Cerity Partners’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 | $209K | Buy |
+14,899
| New | +$209K | ﹤0.01% | 2335 |
|
|
2025
Q1 | – | Sell |
-10,691
| Closed | -$158K | – | 2481 |
|
|
2024
Q4 | $158K | Sell |
10,691
-4,625
| -30% | -$68.5K | ﹤0.01% | 2278 |
|
|
2024
Q3 | $226K | Buy |
+15,316
| New | +$226K | ﹤0.01% | 2247 |
|
|
2024
Q2 | – | Sell |
-14,630
| Closed | -$223K | – | 2238 |
|
|
2024
Q1 | $223K | Buy |
+14,630
| New | +$223K | ﹤0.01% | 2050 |
|
|
2023
Q2 | – | Sell |
-472
| Closed | -$1.36M | – | 1662 |
|
|
2023
Q1 | $1.36M | Buy |
+472
| New | +$1.36M | ﹤0.01% | 849 |
|