EP Wealth Advisors’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
Q2
$943K Buy
44,716
+18,842
+73% +$397K 0.01% 576
2025
Q1
$552K Sell
25,874
-1,909
-7% -$40.7K ﹤0.01% 672
2024
Q4
$692K Buy
27,783
+140
+0.5% +$3.49K 0.01% 593
2024
Q3
$695K Sell
27,643
-1,403
-5% -$35.3K 0.01% 592
2024
Q2
$667K Buy
+29,046
New +$667K 0.01% 472