Nisa Investment Advisors’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Buy |
1,473
+17
| +1% | +$241 | ﹤0.01% | 1919 |
|
|
2025
Q1 | $20.8K | Buy |
1,456
+1,010
| +226% | +$14.4K | ﹤0.01% | 1856 |
|
|
2024
Q4 | $6.94K | Hold |
446
| – | – | ﹤0.01% | 2210 |
|
|
2024
Q3 | $6.61K | Hold |
446
| – | – | ﹤0.01% | 2167 |
|
|
2024
Q2 | $5.74K | Hold |
446
| – | – | ﹤0.01% | 2252 |
|
|
2024
Q1 | $6.83K | Sell |
446
-1
| -0.2% | -$15 | ﹤0.01% | 2090 |
|
|
2023
Q4 | $6K | Buy |
447
+402
| +893% | +$5.39K | ﹤0.01% | 2109 |
|
|
2023
Q3 | $557 | Sell |
45
-20
| -31% | -$248 | ﹤0.01% | 2508 |
|
|
2023
Q2 | $753 | Buy |
65
+45
| +225% | +$521 | ﹤0.01% | 2473 |
|
|
2023
Q1 | $0 | Sell |
20
-50
| -71% | – | ﹤0.01% | 2531 |
|
|
2022
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 2397 |
|
|
2022
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 2392 |
|
|
2022
Q2 | – | Sell |
-1,360
| Closed | -$26K | – | 2378 |
|
|
2022
Q1 | $26K | Sell |
1,360
-560
| -29% | -$10.7K | ﹤0.01% | 1997 |
|
|
2021
Q4 | $37K | Hold |
1,920
| – | – | ﹤0.01% | 1801 |
|
|
2021
Q3 | $36 | Hold |
1,920
| – | – | ﹤0.01% | 1992 |
|
|
2021
Q2 | $34 | Hold |
1,920
| – | – | ﹤0.01% | 2028 |
|
|
2021
Q1 | $35 | Hold |
1,920
| – | – | ﹤0.01% | 2050 |
|
|
2020
Q4 | $28K | Buy |
1,920
+300
| +19% | +$4.38K | ﹤0.01% | 2079 |
|
|
2020
Q3 | $16K | Hold |
1,620
| – | – | ﹤0.01% | 2063 |
|
|
2020
Q2 | $18K | Hold |
1,620
| – | – | ﹤0.01% | 1792 |
|
|
2020
Q1 | $13K | Buy |
1,620
+640
| +65% | +$5.14K | ﹤0.01% | 1799 |
|
|
2019
Q4 | $17K | Hold |
980
| – | – | ﹤0.01% | 1717 |
|
|
2019
Q3 | $14K | Buy |
980
+360
| +58% | +$5.14K | ﹤0.01% | 1694 |
|
|
2019
Q2 | $9K | Hold |
620
| – | – | ﹤0.01% | 1769 |
|
|
2019
Q1 | $9K | Hold |
620
| – | – | ﹤0.01% | 1775 |
|
|
2018
Q4 | $8K | Hold |
620
| – | – | ﹤0.01% | 1692 |
|
|
2018
Q3 | $12K | Hold |
620
| – | – | ﹤0.01% | 1662 |
|
|
2018
Q2 | $12K | Hold |
620
| – | – | ﹤0.01% | 1668 |
|
|
2018
Q1 | $12K | Hold |
620
| – | – | ﹤0.01% | 1586 |
|
|
2017
Q4 | $13K | Hold |
620
| – | – | ﹤0.01% | 1663 |
|
|
2017
Q3 | $13K | Hold |
620
| – | – | ﹤0.01% | 1657 |
|
|
2017
Q2 | $13K | Buy |
620
+200
| +48% | +$4.19K | ﹤0.01% | 1620 |
|
|
2017
Q1 | $9K | Sell |
420
-380
| -48% | -$8.14K | ﹤0.01% | 1695 |
|
|
2016
Q4 | $14K | Sell |
800
-1,700
| -68% | -$29.8K | ﹤0.01% | 1740 |
|
|
2016
Q3 | $44K | Hold |
2,500
| – | – | ﹤0.01% | 1416 |
|
|
2016
Q2 | $45K | Hold |
2,500
| – | – | ﹤0.01% | 1406 |
|
|
2016
Q1 | $44K | Buy |
+2,500
| New | +$44K | ﹤0.01% | 1407 |
|