Global Retirement Partners’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 | $9.15K | Buy |
+651
| New | +$9.15K | ﹤0.01% | 2644 |
|
|
2024
Q4 | $10.1K | Hold |
651
| – | – | ﹤0.01% | 2400 |
|
|
2024
Q3 | $9.59K | Hold |
651
| – | – | ﹤0.01% | 2309 |
|
|
2024
Q2 | $8.32K | Hold |
651
| – | – | ﹤0.01% | 2397 |
|
|
2024
Q1 | $9.9K | Hold |
651
| – | – | ﹤0.01% | 2127 |
|
|
2023
Q4 | $8.09K | Hold |
651
| – | – | ﹤0.01% | 2144 |
|
|
2023
Q3 | $7.77K | Hold |
651
| – | – | ﹤0.01% | 2051 |
|
|
2023
Q2 | $7.54K | Hold |
651
| – | – | ﹤0.01% | 2066 |
|
|
2023
Q1 | $7K | Sell |
651
-346
| -35% | -$3.72K | ﹤0.01% | 2051 |
|
|
2022
Q4 | $15.9K | Hold |
997
| – | – | ﹤0.01% | 1570 |
|
|
2022
Q3 | $17K | Hold |
997
| – | – | ﹤0.01% | 1459 |
|
|
2022
Q2 | $18K | Hold |
997
| – | – | ﹤0.01% | 1379 |
|
|
2022
Q1 | $18K | Buy |
+997
| New | +$18K | ﹤0.01% | 1379 |
|