Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 6136 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6840 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6832 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6847 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6845 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6776 |
|
|
2023
Q3 | – | Sell |
-37
| Closed | -$765 | – | 6620 |
|
|
2023
Q2 | $765 | Hold |
37
| – | – | ﹤0.01% | 2166 |
|
|
2023
Q1 | $888 | Hold |
37
| – | – | ﹤0.01% | 2181 |
|
|
2022
Q4 | $1.17K | Hold |
37
| – | – | ﹤0.01% | 2131 |
|
|
2022
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1914 |
|
|
2022
Q2 | $1K | Sell |
37
-8
| -18% | -$216 | ﹤0.01% | 2127 |
|
|
2022
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 2042 |
|
|
2021
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 2214 |
|
|
2021
Q3 | $2K | Sell |
45
-8
| -15% | -$356 | ﹤0.01% | 2232 |
|
|
2021
Q2 | $2K | Buy |
53
+5
| +10% | +$189 | ﹤0.01% | 2205 |
|
|
2021
Q1 | $2K | Buy |
48
+5
| +12% | +$208 | ﹤0.01% | 2148 |
|
|
2020
Q4 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 2215 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5017 |
|
|
2020
Q2 | – | Sell |
-43
| Closed | -$1K | – | 4887 |
|
|
2020
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 2070 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4795 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4596 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4741 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 4682 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4563 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4317 |
|