Mount Yale Investment Advisors’s Banner Corp BANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
5,637
+107
| +2% | +$6.86K | 0.03% | 414 |
|
|
2025
Q1 | $353K | Sell |
5,530
-97
| -2% | -$6.19K | 0.03% | 394 |
|
|
2024
Q4 | $376K | Sell |
5,627
-14
| -0.2% | -$935 | 0.03% | 393 |
|
|
2024
Q3 | $336K | Buy |
5,641
+875
| +18% | +$52.1K | 0.03% | 404 |
|
|
2024
Q2 | $237K | Sell |
4,766
-18
| -0.4% | -$893 | 0.02% | 490 |
|
|
2024
Q1 | $230K | Sell |
4,784
-50
| -1% | -$2.4K | 0.02% | 497 |
|
|
2023
Q4 | $259K | Buy |
+4,834
| New | +$259K | 0.02% | 446 |
|
|
2023
Q2 | – | Sell |
-4,573
| Closed | -$249K | – | 483 |
|
|
2023
Q1 | $249K | Sell |
4,573
-862
| -16% | -$46.9K | 0.03% | 421 |
|
|
2022
Q4 | $343K | Sell |
5,435
-537
| -9% | -$33.9K | 0.04% | 332 |
|
|
2022
Q3 | $353K | Sell |
5,972
-95
| -2% | -$5.62K | 0.05% | 311 |
|
|
2022
Q2 | $341K | Buy |
6,067
+604
| +11% | +$33.9K | 0.04% | 328 |
|
|
2022
Q1 | $320K | Buy |
5,463
+652
| +14% | +$38.2K | 0.03% | 349 |
|
|
2021
Q4 | $292K | Sell |
4,811
-77
| -2% | -$4.67K | 0.03% | 375 |
|
|
2021
Q3 | $270K | Sell |
4,888
-7
| -0.1% | -$387 | 0.03% | 374 |
|
|
2021
Q2 | $265K | Sell |
4,895
-22
| -0.4% | -$1.19K | 0.03% | 345 |
|
|
2021
Q1 | $262K | Buy |
4,917
+592
| +14% | +$31.5K | 0.03% | 344 |
|
|
2020
Q4 | $202K | Buy |
+4,325
| New | +$202K | 0.03% | 376 |
|