Global Retirement Partners’s Banc of California BANC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$161K	Buy	8,340 +7,689	+1,181%	+$138K	﹤0.01%	1602
2025 Q3	$10.8K	Hold	651	–	–	﹤0.01%	2670
2025 Q2	$9.15K	Buy	+651	New	+$8.87K	﹤0.01%	2645
2024 Q4	$10.1K	Hold	651	–	–	﹤0.01%	2400
2024 Q3	$9.59K	Hold	651	–	–	﹤0.01%	2311
2024 Q2	$8.32K	Hold	651	–	–	﹤0.01%	2399
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%	2050
2023 Q2	$7.54K	Hold	651	–	–	﹤0.01%	2067
2023 Q1	$7K	Sell	651 -346	-35%	-$5.59K	﹤0.01%	2053
2022 Q4	$15.9K	Hold	997	–	–	﹤0.01%	1571
2022 Q3	$17K	Hold	997	–	–	﹤0.01%	1460
2022 Q2	$18K	Hold	997	–	–	﹤0.01%	1381
2022 Q1	$18K	Buy	+997	New	+$19.8K	﹤0.01%	1381