Nisa Investment Advisors’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $853K | Buy |
40,434
+36,804
| +1,014% | +$776K | ﹤0.01% | 854 |
|
2025
Q1 | $77.4K | Sell |
3,630
-1,229
| -25% | -$26.2K | ﹤0.01% | 1466 |
|
2024
Q4 | $121K | Sell |
4,859
-14,435
| -75% | -$360K | ﹤0.01% | 1421 |
|
2024
Q3 | $485K | Buy |
19,294
+14,869
| +336% | +$374K | ﹤0.01% | 1050 |
|
2024
Q2 | $102K | Buy |
4,425
+80
| +2% | +$1.84K | ﹤0.01% | 1473 |
|
2024
Q1 | $104K | Buy |
4,345
+690
| +19% | +$16.6K | ﹤0.01% | 1452 |
|
2023
Q4 | $106K | Buy |
3,655
+25
| +0.7% | +$728 | ﹤0.01% | 1421 |
|
2023
Q3 | $79K | Hold |
3,630
| – | – | ﹤0.01% | 1585 |
|
2023
Q2 | $75.1K | Buy |
3,630
+1,290
| +55% | +$26.7K | ﹤0.01% | 1600 |
|
2023
Q1 | $56K | Sell |
2,340
-31
| -1% | -$742 | ﹤0.01% | 1684 |
|
2022
Q4 | $75K | Hold |
2,371
| – | – | ﹤0.01% | 1651 |
|
2022
Q3 | $86K | Buy |
2,371
+71
| +3% | +$2.58K | ﹤0.01% | 1556 |
|
2022
Q2 | $67K | Sell |
2,300
-2,550
| -53% | -$74.3K | ﹤0.01% | 1633 |
|
2022
Q1 | $171K | Buy |
4,850
+1,350
| +39% | +$47.6K | ﹤0.01% | 1441 |
|
2021
Q4 | $134K | Buy |
3,500
+700
| +25% | +$26.8K | ﹤0.01% | 1405 |
|
2021
Q3 | $116 | Hold |
2,800
| – | – | ﹤0.01% | 1631 |
|
2021
Q2 | $118 | Hold |
2,800
| – | – | ﹤0.01% | 1611 |
|
2021
Q1 | $122 | Buy |
2,800
+500
| +22% | +$22 | ﹤0.01% | 1665 |
|
2020
Q4 | $72K | Buy |
2,300
+500
| +28% | +$15.7K | ﹤0.01% | 1874 |
|
2020
Q3 | $36K | Buy |
+1,800
| New | +$36K | ﹤0.01% | 1927 |
|