Creative Planning’s Banner Corp BANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,725
| Closed | -$382K | – | 3460 |
|
|
2024
Q4 | $382K | Buy |
+5,725
| New | +$382K | ﹤0.01% | 2464 |
|
|
2021
Q2 | – | Sell |
-4,416
| Closed | -$236K | – | 2020 |
|
|
2021
Q1 | $236K | Hold |
4,416
| – | – | ﹤0.01% | 1932 |
|
|
2020
Q4 | $206K | Buy |
+4,416
| New | +$206K | ﹤0.01% | 1855 |
|
|
2020
Q1 | – | Sell |
-4,595
| Closed | -$260K | – | 1748 |
|
|
2019
Q4 | $260K | Buy |
+4,595
| New | +$260K | ﹤0.01% | 1481 |
|
|
2017
Q3 | – | Sell |
-1,913
| Closed | -$108K | – | 2003 |
|
|
2017
Q2 | $108K | Buy |
1,913
+85
| +5% | +$4.8K | ﹤0.01% | 1915 |
|
|
2017
Q1 | $102K | Buy |
1,828
+6
| +0.3% | +$335 | ﹤0.01% | 1927 |
|
|
2016
Q4 | $102K | Buy |
1,822
+8
| +0.4% | +$448 | ﹤0.01% | 1832 |
|
|
2016
Q3 | $79K | Buy |
1,814
+7
| +0.4% | +$305 | ﹤0.01% | 1987 |
|
|
2016
Q2 | $77K | Sell |
1,807
-241
| -12% | -$10.3K | ﹤0.01% | 1828 |
|
|
2016
Q1 | $86K | Buy |
2,048
+329
| +19% | +$13.8K | ﹤0.01% | 1711 |
|
|
2015
Q4 | $79K | Buy |
1,719
+5
| +0.3% | +$230 | ﹤0.01% | 1757 |
|
|
2015
Q3 | $82K | Buy |
+1,714
| New | +$82K | ﹤0.01% | 1697 |
|
|
2015
Q2 | – | Sell |
-1,302
| Closed | -$60K | – | 1214 |
|
|
2015
Q1 | $60K | Buy |
1,302
+6
| +0.5% | +$276 | ﹤0.01% | 1876 |
|
|
2014
Q4 | $56K | Buy |
+1,296
| New | +$56K | ﹤0.01% | 1911 |
|