JFS Wealth 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 | – | Sell |
-29
| Closed | -$412 | – | 1879 |
|
|
2025
Q1 | $412 | Hold |
29
| – | – | ﹤0.01% | 1792 |
|
|
2024
Q4 | $449 | Sell |
29
-328
| -92% | -$5.08K | ﹤0.01% | 1793 |
|
|
2024
Q3 | $5.26K | Hold |
357
| – | – | ﹤0.01% | 1101 |
|
|
2024
Q2 | $4.56K | Buy |
357
+29
| +9% | +$371 | ﹤0.01% | 1102 |
|
|
2024
Q1 | $4.99K | Hold |
328
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q4 | $4.41K | Buy |
+328
| New | +$4.41K | ﹤0.01% | 1114 |
|