Montag & Associates’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59.4K | Hold |
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|
2025
Q2 | $50.5K | Hold |
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|
2025
Q1 | $51K | Hold |
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|
2024
Q4 | $55.5K | Hold |
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|
2024
Q3 | $52.9K | Hold |
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|
2024
Q2 | $46K | Hold |
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|
2024
Q1 | $54.7K | Hold |
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|
2023
Q4 | $48.3K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $929K | Sell |
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|
2018
Q3 | $2.89M | Sell |
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|
2018
Q2 | $3.28M | Sell |
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|
2018
Q1 | $7.57M | Sell |
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|
2017
Q4 | $9.42M | Sell |
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|
2017
Q3 | $10M | Sell |
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|
2017
Q2 | $10.4M | Buy |
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|
2017
Q1 | $9.76M | Buy |
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