Creative Planning’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Buy |
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|
2025
Q2 | $169K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $327K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $56K | Sell |
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|
2017
Q1 | $114K | Buy |
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|
2016
Q4 | $45K | Buy |
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|
2016
Q3 | $27K | Buy |
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|
2016
Q2 | $21K | Buy |
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|
2016
Q1 | $7K | Buy |
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|
2015
Q4 | $1K | Sell |
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|
2015
Q3 | $16K | Buy |
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