IFP Advisors’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 | $28.8K | Buy |
+1,367
| New | +$28.8K | ﹤0.01% | 2347 |
|
|
2025
Q1 | – | Sell |
-4
| Closed | -$100 | – | 4609 |
|
|
2024
Q4 | $100 | Buy |
+4
| New | +$100 | ﹤0.01% | 4029 |
|
|
2023
Q1 | – | Sell |
-174
| Closed | -$20K | – | 4178 |
|
|
2022
Q4 | $20K | Sell |
174
-3
| -2% | -$345 | ﹤0.01% | 2888 |
|
|
2022
Q3 | $20K | Buy |
177
+21
| +13% | +$2.37K | ﹤0.01% | 3091 |
|
|
2022
Q2 | $20K | Hold |
156
| – | – | ﹤0.01% | 2849 |
|
|
2022
Q1 | $20K | Buy |
+156
| New | +$20K | ﹤0.01% | 2849 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4252 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4026 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3926 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3762 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3635 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3467 |
|
|
2020
Q1 | – | Sell |
-63
| Closed | -$2K | – | 3405 |
|
|
2019
Q4 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 2526 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3498 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$5K | – | 3133 |
|
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 2813 |
|
|
2018
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 3026 |
|
|
2018
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2998 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2936 |
|
|
2017
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2933 |
|