Fortis Group Advisors’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.16K | Hold |
225
| – | – | ﹤0.01% | 419 |
|
2025
Q1 | $3.19K | Hold |
225
| – | – | ﹤0.01% | 387 |
|
2024
Q4 | $3.48K | Hold |
225
| – | – | ﹤0.01% | 397 |
|
2024
Q3 | $3.31K | Hold |
225
| – | – | ﹤0.01% | 387 |
|
2024
Q2 | $2.88K | Hold |
225
| – | – | ﹤0.01% | 393 |
|
2024
Q1 | $3.42K | Sell |
225
-225
| -50% | -$3.42K | ﹤0.01% | 401 |
|
2023
Q4 | $6.04K | Buy |
450
+225
| +100% | +$3.02K | ﹤0.01% | 344 |
|
2023
Q3 | $2.79K | Buy |
+225
| New | +$2.79K | ﹤0.01% | 343 |
|