Stifel Financial’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 | $162K | Buy |
+11,548
| New | +$162K | ﹤0.01% | 3297 |
|
|
2023
Q3 | – | Sell |
-60,100
| Closed | -$696K | – | 3288 |
|
|
2023
Q2 | $696K | Hold |
60,100
| – | – | ﹤0.01% | 2311 |
|
|
2023
Q1 | $753K | Buy |
+60,100
| New | +$753K | ﹤0.01% | 2251 |
|
|
2022
Q3 | – | Sell |
-47,500
| Closed | -$837K | – | 3283 |
|
|
2022
Q2 | $837K | Hold |
47,500
| – | – | ﹤0.01% | 2130 |
|
|
2022
Q1 | $920K | Buy |
+47,500
| New | +$920K | ﹤0.01% | 2170 |
|
|
2015
Q1 | – | Sell |
-35,000
| Closed | -$401K | – | 2304 |
|
|
2014
Q4 | $401K | Buy |
35,000
+5,000
| +17% | +$57.3K | ﹤0.01% | 1719 |
|
|
2014
Q3 | $349K | Sell |
30,000
-20,000
| -40% | -$233K | ﹤0.01% | 1719 |
|
|
2014
Q2 | $545K | Buy |
+50,000
| New | +$545K | ﹤0.01% | 1437 |
|