Golden State Wealth Management’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 | $124K | Sell |
5,878
-444
| -7% | -$9.36K | 0.02% | 439 |
|
|
2025
Q1 | $135K | Hold |
6,322
| – | – | 0.02% | 389 |
|
|
2024
Q4 | $158K | Buy |
+6,322
| New | +$158K | 0.02% | 360 |
|
|
2022
Q1 | $243K | Sell |
6,873
-12
| -0.2% | -$424 | 0.05% | 267 |
|
|
2021
Q4 | $276K | Sell |
6,885
-88
| -1% | -$3.53K | 0.05% | 301 |
|
|
2021
Q3 | $289K | Hold |
6,973
| – | – | 0.06% | 237 |
|
|
2021
Q2 | $295K | Hold |
6,973
| – | – | 0.07% | 229 |
|
|
2021
Q1 | $302K | Sell |
6,973
-1,563
| -18% | -$67.7K | 0.1% | 147 |
|
|
2020
Q4 | $267K | Hold |
8,536
| – | – | 0.08% | 197 |
|
|
2020
Q3 | $172K | Buy |
+8,536
| New | +$172K | 0.06% | 205 |
|
|
2020
Q2 | – | Sell |
-4,335
| Closed | -$82K | – | 693 |
|
|
2020
Q1 | $82K | Buy |
+4,335
| New | +$82K | 0.04% | 281 |
|
|
2019
Q4 | – | Sell |
-4,335
| Closed | -$135K | – | 681 |
|
|
2019
Q3 | $135K | Hold |
4,335
| – | – | 0.04% | 267 |
|
|
2019
Q2 | $133K | Hold |
4,335
| – | – | 0.04% | 289 |
|
|
2019
Q1 | $115K | Buy |
+4,335
| New | +$115K | 0.04% | 303 |
|