Cornerstone Planning Group’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 |
-150
| Closed | -$2.07K | – | 1542 |
|
|
2025
Q1 | $2.07K | Buy |
150
+1
| +0.7% | +$14 | ﹤0.01% | 975 |
|
|
2024
Q4 | $2.39K | Buy |
149
+1
| +0.7% | +$16 | ﹤0.01% | 746 |
|
|
2024
Q3 | $2.34K | Hold |
148
| – | – | ﹤0.01% | 731 |
|
|
2024
Q2 | $1.85K | Buy |
148
+1
| +0.7% | +$13 | ﹤0.01% | 792 |
|
|
2024
Q1 | $2.14K | Buy |
147
+3
| +2% | +$44 | ﹤0.01% | 656 |
|
|
2023
Q4 | $1.93K | Buy |
+144
| New | +$1.93K | ﹤0.01% | 643 |
|