EverSource 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 | $40.1K | Buy |
1,903
+1,423
| +296% | +$30K | ﹤0.01% | 1760 |
|
|
2025
Q1 | $10.2K | Buy |
480
+145
| +43% | +$3.09K | ﹤0.01% | 2099 |
|
|
2024
Q4 | $8.35K | Sell |
335
-411
| -55% | -$10.2K | ﹤0.01% | 2096 |
|
|
2024
Q3 | $18.8K | Hold |
746
| – | – | ﹤0.01% | 1526 |
|
|
2024
Q2 | $20.2K | Buy |
746
+31
| +4% | +$839 | ﹤0.01% | 1503 |
|
|
2024
Q1 | $15.4K | Sell |
715
-140
| -16% | -$3.01K | ﹤0.01% | 1489 |
|
|
2023
Q4 | $24.9K | Buy |
855
+70
| +9% | +$2.04K | ﹤0.01% | 1145 |
|
|
2023
Q3 | $17.1K | Buy |
785
+283
| +56% | +$6.16K | ﹤0.01% | 1183 |
|
|
2023
Q2 | $10.4K | Buy |
502
+355
| +241% | +$7.34K | ﹤0.01% | 1423 |
|
|
2023
Q1 | $3.53K | Sell |
147
-112
| -43% | -$2.69K | ﹤0.01% | 1753 |
|
|
2022
Q4 | $8.17K | Sell |
259
-303
| -54% | -$9.56K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $17K | Sell |
562
-1,833
| -77% | -$55.4K | ﹤0.01% | 964 |
|
|
2022
Q2 | $70K | Buy |
2,395
+1,994
| +497% | +$58.3K | 0.02% | 501 |
|
|
2022
Q1 | $15K | Sell |
401
-418
| -51% | -$15.6K | ﹤0.01% | 820 |
|
|
2021
Q4 | $33K | Buy |
+819
| New | +$33K | 0.01% | 511 |
|