LPL Financial’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 | $780K | Buy |
36,983
+13,369
| +57% | +$282K | ﹤0.01% | 3932 |
|
|
2025
Q1 | $503K | Buy |
23,614
+764
| +3% | +$16.3K | ﹤0.01% | 4104 |
|
|
2024
Q4 | $569K | Buy |
22,850
+1,194
| +6% | +$29.8K | ﹤0.01% | 3932 |
|
|
2024
Q3 | $545K | Buy |
21,656
+8,024
| +59% | +$202K | ﹤0.01% | 3859 |
|
|
2024
Q2 | $313K | Buy |
+13,632
| New | +$313K | ﹤0.01% | 4157 |
|
|
2024
Q1 | – | Sell |
-7,206
| Closed | -$210K | – | 4912 |
|
|
2023
Q4 | $210K | Buy |
+7,206
| New | +$210K | ﹤0.01% | 4298 |
|
|
2022
Q3 | – | Sell |
-7,563
| Closed | -$221K | – | 4450 |
|
|
2022
Q2 | $221K | Buy |
7,563
+55
| +0.7% | +$1.61K | ﹤0.01% | 3841 |
|
|
2022
Q1 | $265K | Buy |
7,508
+958
| +15% | +$33.8K | ﹤0.01% | 3649 |
|
|
2021
Q4 | $262K | Buy |
6,550
+63
| +1% | +$2.52K | ﹤0.01% | 3773 |
|
|
2021
Q3 | $269K | Buy |
6,487
+382
| +6% | +$15.8K | ﹤0.01% | 3717 |
|
|
2021
Q2 | $258K | Buy |
6,105
+74
| +1% | +$3.13K | ﹤0.01% | 3690 |
|
|
2021
Q1 | $262K | Sell |
6,031
-433
| -7% | -$18.8K | ﹤0.01% | 3559 |
|
|
2020
Q4 | $203K | Buy |
+6,464
| New | +$203K | ﹤0.01% | 3499 |
|
|
2018
Q2 | – | Sell |
-9,703
| Closed | -$390K | – | 3245 |
|
|
2018
Q1 | $390K | Sell |
9,703
-184
| -2% | -$7.4K | ﹤0.01% | 2353 |
|
|
2017
Q4 | $395K | Buy |
+9,887
| New | +$395K | ﹤0.01% | 2239 |
|
|
2016
Q1 | – | Sell |
-10,000
| Closed | -$204K | – | 3185 |
|
|
2015
Q4 | $204K | Buy |
+10,000
| New | +$204K | ﹤0.01% | 2807 |
|