EverSource Wealth Advisors’s Banc of California BANC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Buy |
1,474
+667
| +83% | +$9.37K | ﹤0.01% | 2252 |
|
|
2025
Q1 | $11.5K | Buy |
807
+182
| +29% | +$2.58K | ﹤0.01% | 2035 |
|
|
2024
Q4 | $9.66K | Sell |
625
-67
| -10% | -$1.04K | ﹤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% | +$6.96K | ﹤0.01% | 1582 |
|
|
2023
Q3 | $2.15K | Hold |
174
| – | – | ﹤0.01% | 1980 |
|
|
2023
Q2 | $2.02K | Buy |
174
+93
| +115% | +$1.08K | ﹤0.01% | 2027 |
|
|
2023
Q1 | $1.02K | Hold |
81
| – | – | ﹤0.01% | 2111 |
|
|
2022
Q4 | $1.29K | Sell |
81
-127
| -61% | -$2.02K | ﹤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 | +$4K | ﹤0.01% | 1308 |
|