J.W. Cole Advisors’s Banner Corp BANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
+4,747
| New | +$305K | 0.01% | 1137 |
|
|
2025
Q1 | – | Sell |
-6,202
| Closed | -$414K | – | 1256 |
|
|
2024
Q4 | $414K | Sell |
6,202
-436
| -7% | -$29.1K | 0.02% | 672 |
|
|
2024
Q3 | $395K | Hold |
6,638
| – | – | 0.02% | 687 |
|
|
2024
Q2 | $330K | Hold |
6,638
| – | – | 0.02% | 677 |
|
|
2024
Q1 | $312K | Buy |
6,638
+36
| +0.5% | +$1.69K | 0.02% | 677 |
|
|
2023
Q4 | $354K | Buy |
+6,602
| New | +$354K | 0.02% | 587 |
|
|
2020
Q4 | – | Sell |
-6,637
| Closed | -$214K | – | 651 |
|
|
2020
Q3 | $214K | Buy |
+6,637
| New | +$214K | 0.02% | 651 |
|