JFS Wealth Advisors’s Banc of California BANC Stock Holding History

JFS Wealth Advisors’s Portfolio BANC Stock Details BANC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$412	Hold
2024 Q4	$449	Sell
2024 Q3	$5.26K	Hold
2024 Q2	$4.56K	Buy
2024 Q1	$4.99K	Hold
2023 Q4	$4.41K	Buy