Cerity Partners’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
17,578
-2,416
| -12% | -$51K | ﹤0.01% | 2033 |
|
|
2025
Q1 | $426K | Buy |
19,994
+10,243
| +105% | +$218K | ﹤0.01% | 1851 |
|
|
2024
Q4 | $245K | Sell |
9,751
-5,195
| -35% | -$131K | ﹤0.01% | 2131 |
|
|
2024
Q3 | $376K | Buy |
+14,946
| New | +$376K | ﹤0.01% | 1934 |
|
|
2024
Q2 | – | Sell |
-14,319
| Closed | -$344K | – | 2368 |
|
|
2024
Q1 | $344K | Buy |
+14,319
| New | +$344K | ﹤0.01% | 1790 |
|