Creative Planning’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 | $169K | Sell |
12,059
-13,583
| -53% | -$191K | ﹤0.01% | 3275 |
|
|
2025
Q1 | $364K | Sell |
25,642
-914
| -3% | -$13K | ﹤0.01% | 2572 |
|
|
2024
Q4 | $411K | Buy |
26,556
+5,556
| +26% | +$85.9K | ﹤0.01% | 2401 |
|
|
2024
Q3 | $309K | Buy |
21,000
+90
| +0.4% | +$1.33K | ﹤0.01% | 2495 |
|
|
2024
Q2 | $267K | Sell |
20,910
-583
| -3% | -$7.45K | ﹤0.01% | 2441 |
|
|
2024
Q1 | $327K | Buy |
+21,493
| New | +$327K | ﹤0.01% | 2172 |
|
|
2017
Q3 | – | Sell |
-2,599
| Closed | -$56K | – | 2002 |
|
|
2017
Q2 | $56K | Sell |
2,599
-2,924
| -53% | -$63K | ﹤0.01% | 2414 |
|
|
2017
Q1 | $114K | Buy |
5,523
+2,924
| +113% | +$60.4K | ﹤0.01% | 1850 |
|
|
2016
Q4 | $45K | Buy |
2,599
+1,050
| +68% | +$18.2K | ﹤0.01% | 2453 |
|
|
2016
Q3 | $27K | Buy |
1,549
+371
| +31% | +$6.47K | ﹤0.01% | 2797 |
|
|
2016
Q2 | $21K | Buy |
1,178
+799
| +211% | +$14.2K | ﹤0.01% | 2722 |
|
|
2016
Q1 | $7K | Buy |
379
+316
| +502% | +$5.84K | ﹤0.01% | 3344 |
|
|
2015
Q4 | $1K | Sell |
63
-1,205
| -95% | -$19.1K | ﹤0.01% | 4067 |
|
|
2015
Q3 | $16K | Buy |
+1,268
| New | +$16K | ﹤0.01% | 2866 |
|