West Oak Capital’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,199
| Closed | -$50K | – | 386 |
|
|
2021
Q3 | $50K | Hold |
1,199
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $51K | Hold |
1,199
| – | – | 0.02% | 186 |
|
|
2021
Q1 | $52K | Hold |
1,199
| – | – | 0.02% | 179 |
|
|
2020
Q4 | $38K | Hold |
1,199
| – | – | 0.02% | 190 |
|
|
2020
Q3 | $24K | Hold |
1,199
| – | – | 0.01% | 190 |
|
|
2020
Q2 | $26K | Hold |
1,199
| – | – | 0.01% | 191 |
|
|
2020
Q1 | $23K | Hold |
1,199
| – | – | 0.02% | 186 |
|
|
2019
Q4 | $39K | Hold |
1,199
| – | – | 0.02% | 187 |
|
|
2019
Q3 | $37K | Hold |
1,199
| – | – | 0.02% | 192 |
|
|
2019
Q2 | $37K | Hold |
1,199
| – | – | 0.02% | 196 |
|
|
2019
Q1 | $32K | Hold |
1,199
| – | – | 0.02% | 194 |
|
|
2018
Q4 | $30.6K | Hold |
1,199
| – | – | 0.02% | 190 |
|
|
2018
Q3 | $44.6K | Hold |
1,199
| – | – | 0.03% | 183 |
|
|
2018
Q2 | $45.7K | Hold |
1,199
| – | – | 0.03% | 182 |
|
|
2018
Q1 | $48.2K | Buy |
+1,199
| New | +$48.2K | 0.03% | 186 |
|