Merriman Wealth Management’s Banner Corp BANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.01M | Sell |
45,153
-4,780
| -10% | -$319K | 0.13% | 54 |
|
|
2024
Q3 | $2.97M | Buy |
49,933
+27,855
| +126% | +$1.66M | 0.12% | 66 |
|
|
2024
Q2 | $1.1M | Sell |
22,078
-310
| -1% | -$15.4K | 0.05% | 93 |
|
|
2024
Q1 | $1.07M | Sell |
22,388
-19,891
| -47% | -$955K | 0.05% | 90 |
|
|
2023
Q4 | $2.26M | Buy |
42,279
+14,066
| +50% | +$753K | 0.11% | 69 |
|
|
2023
Q3 | $1.2M | Hold |
28,213
| – | – | 0.06% | 72 |
|
|
2023
Q2 | $1.23M | Sell |
28,213
-2,205
| -7% | -$96.3K | 0.06% | 89 |
|
|
2023
Q1 | $1.65M | Sell |
30,418
-6,542
| -18% | -$356K | 0.09% | 69 |
|
|
2022
Q4 | $2.34M | Buy |
36,960
+32,003
| +646% | +$2.02M | 0.12% | 68 |
|
|
2022
Q3 | $293K | Hold |
4,957
| – | – | 0.02% | 134 |
|
|
2022
Q2 | $279K | Sell |
4,957
-16,854
| -77% | -$949K | 0.02% | 133 |
|
|
2022
Q1 | $1.28M | Sell |
21,811
-11,966
| -35% | -$701K | 0.1% | 68 |
|
|
2021
Q4 | $2.05M | Sell |
33,777
-659
| -2% | -$40K | 0.15% | 70 |
|
|
2021
Q3 | $1.9M | Sell |
34,436
-1,000
| -3% | -$55.2K | 0.16% | 71 |
|
|
2021
Q2 | $1.92M | Sell |
35,436
-1,100
| -3% | -$59.6K | 0.16% | 86 |
|
|
2021
Q1 | $1.95M | Sell |
36,536
-87
| -0.2% | -$4.64K | 0.22% | 68 |
|
|
2020
Q4 | $1.71M | Buy |
36,623
+3
| +0% | +$140 | 0.18% | 83 |
|
|
2020
Q3 | $1.18M | Sell |
36,620
-2,800
| -7% | -$90.3K | 0.18% | 77 |
|
|
2020
Q2 | $1.5M | Hold |
39,420
| – | – | 0.24% | 65 |
|
|
2020
Q1 | $1.3M | Sell |
39,420
-2,540
| -6% | -$83.9K | 0.28% | 49 |
|
|
2019
Q4 | $2.38M | Sell |
41,960
-2,044
| -5% | -$116K | 0.46% | 50 |
|
|
2019
Q3 | $2.47M | Sell |
44,004
-4,907
| -10% | -$276K | 0.5% | 52 |
|
|
2019
Q2 | $26.7K | Sell |
48,911
-439
| -0.9% | -$240 | 0.51% | 49 |
|
|
2019
Q1 | $2.67M | Sell |
49,350
-262
| -0.5% | -$14.2K | 0.51% | 49 |
|
|
2018
Q4 | $2.72M | Hold |
49,612
| – | – | 0.59% | 26 |
|
|
2018
Q3 | $3.08M | Sell |
49,612
-2,955
| -6% | -$184K | 0.66% | 33 |
|
|
2018
Q2 | $3.16M | Sell |
52,567
-2,800
| -5% | -$168K | 0.72% | 32 |
|
|
2018
Q1 | $3.07M | Sell |
55,367
-118
| -0.2% | -$6.55K | 0.81% | 26 |
|
|
2017
Q4 | $3.06M | Buy |
55,485
+2,470
| +5% | +$136K | 0.75% | 33 |
|
|
2017
Q3 | $3.25M | Buy |
+53,015
| New | +$3.25M | 0.77% | 37 |
|