Jones Financial Companies’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	$75.1K	Buy	5,340 +980	+22%	+$13.8K	﹤0.01%	2058
2025 Q1	$61.7K	Buy	4,360 +786	+22%	+$11.1K	﹤0.01%	1979
2024 Q4	$55.3K	Buy	3,574 +928	+35%	+$14.3K	﹤0.01%	1840
2024 Q3	$39.1K	Buy	+2,646	New	+$39.1K	﹤0.01%	1727