Creative Planning’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 | – | Sell |
-16,675
| Closed | -$416K | – | 3636 |
|
|
2024
Q4 | $416K | Sell |
16,675
-277
| -2% | -$6.9K | ﹤0.01% | 2390 |
|
|
2024
Q3 | $427K | Buy |
+16,952
| New | +$427K | ﹤0.01% | 2246 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$18K | – | 3145 |
|
|
2017
Q2 | $18K | Sell |
500
-200
| -29% | -$7.2K | ﹤0.01% | 3215 |
|
|
2017
Q1 | $27K | Buy |
700
+200
| +40% | +$7.71K | ﹤0.01% | 2892 |
|
|
2016
Q4 | $18K | Sell |
500
-184
| -27% | -$6.62K | ﹤0.01% | 3109 |
|
|
2016
Q3 | $18K | Hold |
684
| – | – | ﹤0.01% | 3090 |
|
|
2016
Q2 | $16K | Buy |
+684
| New | +$16K | ﹤0.01% | 2914 |
|