Valeo Financial Advisors’s Banc of California BANC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,422	Closed	-$242K	–	692
2024 Q3	$242K	Hold	16,422	–	–	0.01%	589
2024 Q2	$210K	Sell	16,422 -328	-2%	-$4.19K	0.01%	599
2024 Q1	$236K	Hold	16,750	–	–	0.01%	567
2023 Q4	$225K	Buy	+16,750	New	+$225K	0.01%	568