FinTrust Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.13K | Hold |
45
| – | – | ﹤0.01% | 1255 |
|
2024
Q2 | $1.03K | Hold |
45
| – | – | ﹤0.01% | 1222 |
|
2024
Q1 | $1.08K | Hold |
45
| – | – | ﹤0.01% | 1136 |
|
2023
Q4 | $1.31K | Hold |
45
| – | – | ﹤0.01% | 1090 |
|
2023
Q3 | $980 | Sell |
45
-12
| -21% | -$261 | ﹤0.01% | 1103 |
|
2023
Q2 | $1.8K | Hold |
57
| – | – | ﹤0.01% | 1024 |
|
2023
Q1 | $1.8K | Hold |
57
| – | – | ﹤0.01% | 1019 |
|
2022
Q4 | $1.8K | Sell |
57
-196
| -77% | -$6.19K | ﹤0.01% | 1021 |
|
2022
Q3 | $9K | Hold |
253
| – | – | ﹤0.01% | 901 |
|
2022
Q2 | $8K | Sell |
253
-10
| -4% | -$316 | ﹤0.01% | 950 |
|
2022
Q1 | $9K | Sell |
263
-167
| -39% | -$5.72K | ﹤0.01% | 974 |
|
2021
Q4 | $17K | Hold |
430
| – | – | ﹤0.01% | 783 |
|
2021
Q3 | $18K | Hold |
430
| – | – | ﹤0.01% | 757 |
|
2021
Q2 | $18K | Buy |
430
+9
| +2% | +$377 | ﹤0.01% | 771 |
|
2021
Q1 | $18K | Sell |
421
-32
| -7% | -$1.37K | 0.01% | 736 |
|
2020
Q4 | $14K | Hold |
453
| – | – | ﹤0.01% | 749 |
|
2020
Q3 | $9 | Buy |
453
+363
| +403% | +$7 | ﹤0.01% | 834 |
|
2020
Q2 | $2K | Sell |
90
-1
| -1% | -$22 | ﹤0.01% | 935 |
|
2020
Q1 | $2K | Buy |
+91
| New | +$2K | ﹤0.01% | 1018 |
|
2019
Q2 | – | Sell |
-552
| Closed | -$15K | – | 1203 |
|
2019
Q1 | $15K | Buy |
552
+47
| +9% | +$1.28K | 0.01% | 673 |
|
2018
Q4 | $13K | Buy |
+505
| New | +$13K | 0.01% | 693 |
|