Northwestern Mutual Wealth Management’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 | $1.48K | Hold |
105
| – | – | ﹤0.01% | 3326 |
|
|
2025
Q1 | $1.49K | Hold |
105
| – | – | ﹤0.01% | 3216 |
|
|
2024
Q4 | $1.62K | Sell |
105
-8,626
| -99% | -$133K | ﹤0.01% | 3221 |
|
|
2024
Q3 | $129K | Buy |
8,731
+8,521
| +4,058% | +$126K | ﹤0.01% | 1798 |
|
|
2024
Q2 | $2.68K | Sell |
210
-9
| -4% | -$115 | ﹤0.01% | 3033 |
|
|
2024
Q1 | $3.33K | Hold |
219
| – | – | ﹤0.01% | 2957 |
|
|
2023
Q4 | $2.94K | Buy |
+219
| New | +$2.94K | ﹤0.01% | 2995 |
|
|
2019
Q1 | – | Sell |
-197
| Closed | -$3K | – | 2530 |
|
|
2018
Q4 | $3K | Buy |
+197
| New | +$3K | ﹤0.01% | 2107 |
|
|
2016
Q1 | – | Sell |
-473
| Closed | -$7K | – | 2119 |
|
|
2015
Q4 | $7K | Buy |
+473
| New | +$7K | ﹤0.01% | 1234 |
|