EverSource Wealth Advisors’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
2026 Q1	$36.2K	Buy	2,060 +37	+2%	+$706	﹤0.01%	2124
2025 Q4	$39K	Buy	2,023 +564	+39%	+$10.1K	﹤0.01%	1919
2025 Q3	$24.1K	Sell	1,459 -15	-1%	-$235	﹤0.01%	2230
2025 Q2	$20.7K	Buy	1,474 +667	+83%	+$9.09K	﹤0.01%	2260
2025 Q1	$11.5K	Buy	807 +182	+29%	+$2.75K	﹤0.01%	2037
2024 Q4	$9.66K	Sell	625 -67	-10%	-$1.06K	﹤0.01%	2012
2024 Q3	$10.2K	Hold	692	–	–	﹤0.01%	1855
2024 Q2	$9.67K	Hold	692	–	–	﹤0.01%	1874
2024 Q1	$9.47K	Hold	692	–	–	﹤0.01%	1716
2023 Q4	$9.29K	Buy	692 +518	+298%	+$6.4K	﹤0.01%	1582
2023 Q3	$2.15K	Hold	174	–	–	﹤0.01%	1980
2023 Q2	$2.02K	Buy	174 +93	+115%	+$1.07K	﹤0.01%	2028
2023 Q1	$1.01K	Hold	81	–	–	﹤0.01%	2112
2022 Q4	$1.29K	Sell	81 -127	-61%	-$2.08K	﹤0.01%	2029
2022 Q3	$3K	Hold	208	–	–	﹤0.01%	1504
2022 Q2	$4K	Hold	208	–	–	﹤0.01%	1308
2022 Q1	$4K	Hold	208	–	–	﹤0.01%	1313
2021 Q4	$4K	Buy	+208	New	+$4.21K	﹤0.01%	1308