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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Buy |
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|
2025
Q1 | $11.5K | Buy |
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|
2024
Q4 | $9.66K | Sell |
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|
2024
Q3 | $10.2K | Hold |
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|
2024
Q2 | $9.67K | Hold |
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|
2024
Q1 | $9.47K | Hold |
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|
2023
Q4 | $9.29K | Buy |
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|
2023
Q3 | $2.15K | Hold |
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|
2023
Q2 | $2.02K | Buy |
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|
2023
Q1 | $1.01K | Hold |
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|
2022
Q4 | $1.29K | Sell |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Buy |
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