LPL Financial’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 | $275K | Sell |
19,547
-212
| -1% | -$2.98K | ﹤0.01% | 4721 |
|
|
2025
Q1 | $280K | Buy |
19,759
+2,055
| +12% | +$29.2K | ﹤0.01% | 4517 |
|
|
2024
Q4 | $274K | Sell |
17,704
-2,094
| -11% | -$32.4K | ﹤0.01% | 4510 |
|
|
2024
Q3 | $292K | Sell |
19,798
-1,766
| -8% | -$26K | ﹤0.01% | 4361 |
|
|
2024
Q2 | $276K | Buy |
21,564
+1,673
| +8% | +$21.4K | ﹤0.01% | 4263 |
|
|
2024
Q1 | $303K | Sell |
19,891
-9,303
| -32% | -$142K | ﹤0.01% | 4124 |
|
|
2023
Q4 | $392K | Buy |
+29,194
| New | +$392K | ﹤0.01% | 3810 |
|
|
2018
Q1 | – | Sell |
-27,000
| Closed | -$558K | – | 3168 |
|
|
2017
Q4 | $558K | Buy |
+27,000
| New | +$558K | ﹤0.01% | 1952 |
|
|
2017
Q3 | – | Sell |
-30,400
| Closed | -$654K | – | 2856 |
|
|
2017
Q2 | $654K | Buy |
+30,400
| New | +$654K | ﹤0.01% | 1674 |
|