JFS Wealth 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 | $254 | Sell |
12
-62
| -84% | -$1.31K | ﹤0.01% | 1769 |
|
|
2025
Q1 | $1.58K | Buy |
74
+9
| +14% | +$192 | ﹤0.01% | 1545 |
|
|
2024
Q4 | $1.62K | Buy |
65
+13
| +25% | +$324 | ﹤0.01% | 1551 |
|
|
2024
Q3 | $1.31K | Hold |
52
| – | – | ﹤0.01% | 1636 |
|
|
2024
Q2 | $1.2K | Hold |
52
| – | – | ﹤0.01% | 1627 |
|
|
2024
Q1 | $1.25K | Buy |
52
+15
| +41% | +$360 | ﹤0.01% | 1599 |
|
|
2023
Q4 | $1.08K | Sell |
37
-35
| -49% | -$1.02K | ﹤0.01% | 1641 |
|
|
2023
Q3 | $1.57K | Buy |
72
+21
| +41% | +$457 | ﹤0.01% | 1455 |
|
|
2023
Q2 | $1.06K | Buy |
51
+47
| +1,175% | +$972 | ﹤0.01% | 1587 |
|
|
2023
Q1 | $97 | Sell |
4
-74
| -95% | -$1.8K | ﹤0.01% | 1890 |
|
|
2022
Q4 | $2.46K | Buy |
78
+5
| +7% | +$158 | ﹤0.01% | 1292 |
|
|
2022
Q3 | $2K | Buy |
73
+60
| +462% | +$1.64K | ﹤0.01% | 1375 |
|
|
2022
Q2 | $0 | Sell |
13
-29
| -69% | – | ﹤0.01% | 1893 |
|
|
2022
Q1 | $1K | Buy |
42
+17
| +68% | +$405 | ﹤0.01% | 1707 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1515 |
|