Private Wealth Management Group’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 | $802 | Sell |
38
-38
| -50% | -$802 | ﹤0.01% | 1325 |
|
|
2025
Q1 | $1.62K | Hold |
76
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q4 | $1.89K | Hold |
76
| – | – | ﹤0.01% | 1103 |
|
|
2024
Q3 | $1.91K | Hold |
76
| – | – | ﹤0.01% | 1080 |
|
|
2024
Q2 | $1.75K | Sell |
76
-70
| -48% | -$1.61K | ﹤0.01% | 1100 |
|
|
2024
Q1 | $3.5K | Sell |
146
-63
| -30% | -$1.51K | ﹤0.01% | 754 |
|
|
2023
Q4 | $6.08K | Buy |
+209
| New | +$6.08K | ﹤0.01% | 563 |
|