True Wealth Design’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
$928 Sell
66
-12
-15% -$169 ﹤0.01% 1504
2025
Q1
$1.11K Buy
+78
New +$1.11K ﹤0.01% 1229