Golden State Wealth Management’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $124K | Sell |
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|
2025
Q1 | $135K | Hold |
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|
2024
Q4 | $158K | Buy |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $276K | Sell |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $172K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $82K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $135K | Hold |
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|
2019
Q2 | $133K | Hold |
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|
2019
Q1 | $115K | Buy |
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