Mount Yale Investment Advisors’s Banner Corp BANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $270K | Sell |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $202K | Buy |
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