Kestra Private Wealth Services’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $480K | Buy |
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|
2024
Q2 | $438K | Buy |
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $386K | Buy |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $574K | Hold |
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|
2022
Q2 | $542K | Hold |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $769K | Hold |
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|
2021
Q2 | $785K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $579K | Hold |
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|
2020
Q3 | $374K | Buy |
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