HFA
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Highland Financial Advisors’s Banc of California BANC Stock Holding History

Highland Financial Advisors’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,439
Closed -$207K – 55
2023
Q4 		$207K Buy
+15,439
New +$207K 0.09% 54