Lee Financial’s PacWest Bancorp PACW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,518
| Closed | -$35.7K | – | 944 |
|
|
2023
Q3 | $35.7K | Hold |
4,518
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $36.8K | Buy |
4,518
+2,000
| +79% | +$16.3K | 0.01% | 245 |
|
|
2023
Q1 | $24.5K | Buy |
2,518
+1,500
| +147% | +$14.6K | ﹤0.01% | 284 |
|
|
2022
Q4 | $23.4K | Hold |
1,018
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $23K | Hold |
1,018
| – | – | ﹤0.01% | 317 |
|
|
2022
Q2 | $27K | Hold |
1,018
| – | – | 0.01% | 301 |
|
|
2022
Q1 | $44K | Hold |
1,018
| – | – | 0.01% | 252 |
|
|
2021
Q4 | $46K | Hold |
1,018
| – | – | 0.01% | 266 |
|
|
2021
Q3 | $46K | Hold |
1,018
| – | – | 0.01% | 236 |
|
|
2021
Q2 | $42K | Sell |
1,018
-1,018
| -50% | -$42K | 0.01% | 246 |
|
|
2021
Q1 | $78K | Hold |
2,036
| – | – | 0.02% | 195 |
|
|
2020
Q4 | $52K | Sell |
2,036
-415
| -17% | -$10.6K | 0.01% | 207 |
|
|
2020
Q3 | $42K | Sell |
2,451
-167
| -6% | -$2.86K | 0.01% | 251 |
|
|
2020
Q2 | $51K | Buy |
2,618
+37
| +1% | +$721 | 0.01% | 204 |
|
|
2020
Q1 | $46K | Sell |
2,581
-16,845
| -87% | -$300K | 0.02% | 180 |
|
|
2019
Q4 | $743K | Buy |
19,426
+3,260
| +20% | +$125K | 0.16% | 74 |
|
|
2019
Q3 | $587K | Sell |
16,166
-6,930
| -30% | -$252K | 0.13% | 83 |
|
|
2019
Q2 | $896K | Sell |
23,096
-90
| -0.4% | -$3.49K | 0.2% | 66 |
|
|
2019
Q1 | $872K | Sell |
23,186
-5
| -0% | -$188 | 0.2% | 66 |
|
|
2018
Q4 | $772K | Sell |
23,191
-4,255
| -16% | -$142K | 0.21% | 61 |
|
|
2018
Q3 | $1.31M | Sell |
27,446
-90
| -0.3% | -$4.29K | 0.32% | 44 |
|
|
2018
Q2 | $1.36M | Sell |
27,536
-445
| -2% | -$22K | 0.32% | 46 |
|
|
2018
Q1 | $1.39M | Buy |
27,981
+25,945
| +1,274% | +$1.29M | 0.35% | 45 |
|
|
2017
Q4 | $103K | Hold |
2,036
| – | – | 0.03% | 154 |
|
|
2017
Q3 | $103K | Hold |
2,036
| – | – | 0.03% | 145 |
|
|
2017
Q2 | $95K | Hold |
2,036
| – | – | 0.04% | 149 |
|
|
2017
Q1 | $108K | Hold |
2,036
| – | – | 0.04% | 133 |
|
|
2016
Q4 | $111K | Buy |
+2,036
| New | +$111K | 0.06% | 132 |
|