IFP Advisors’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 | – | Hold |
0
| – | -$28 | – | 2963 |
|
|
2025
Q1 | – | Hold |
0
| – | -$31 | – | 4120 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4371 |
|
|
2024
Q1 | – | Sell |
-131
| Closed | -$1.76K | – | 3122 |
|
|
2023
Q4 | $1.76K | Buy |
+131
| New | +$1.76K | ﹤0.01% | 2707 |
|
|
2017
Q1 | – | Sell |
-86
| Closed | -$1K | – | 3951 |
|
|
2016
Q4 | $1K | Sell |
86
-72
| -46% | -$837 | ﹤0.01% | 3724 |
|
|
2016
Q3 | $3K | Sell |
158
-103
| -39% | -$1.96K | ﹤0.01% | 3408 |
|
|
2016
Q2 | $5K | Buy |
+261
| New | +$5K | ﹤0.01% | 3107 |
|
|
2016
Q1 | – | Sell |
-261
| Closed | -$4K | – | 2437 |
|
|
2015
Q4 | $4K | Buy |
+261
| New | +$4K | ﹤0.01% | 3038 |
|