WBI Investments’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 | $281K | Buy |
+13,336
| New | +$281K | 0.07% | 217 |
|
|
2024
Q1 | – | Sell |
-15,507
| Closed | -$451K | – | 231 |
|
|
2023
Q4 | $451K | Buy |
15,507
+179
| +1% | +$5.21K | 0.09% | 150 |
|
|
2023
Q3 | $334K | Buy |
15,328
+708
| +5% | +$15.4K | 0.07% | 159 |
|
|
2023
Q2 | $302K | Buy |
+14,620
| New | +$302K | 0.05% | 169 |
|
|
2022
Q4 | – | Sell |
-7,764
| Closed | -$240K | – | 171 |
|
|
2022
Q3 | $240K | Buy |
+7,764
| New | +$240K | 0.07% | 97 |
|
|
2019
Q4 | – | Sell |
-7,467
| Closed | -$233K | – | 243 |
|
|
2019
Q3 | $233K | Buy |
+7,467
| New | +$233K | 0.02% | 203 |
|