World Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
30,276
+6,294
| +26% | +$88.4K | 0.01% | 787 |
|
|
2025
Q1 | $340K | Buy |
23,982
+3,900
| +19% | +$55.3K | 0.01% | 825 |
|
|
2024
Q4 | $310K | Buy |
20,082
+2,000
| +11% | +$30.9K | 0.01% | 807 |
|
|
2024
Q3 | $266K | Buy |
18,082
+779
| +5% | +$11.5K | 0.01% | 772 |
|
|
2024
Q2 | $221K | Buy |
17,303
+1,253
| +8% | +$16K | 0.01% | 567 |
|
|
2024
Q1 | $244K | Hold |
16,050
| – | – | 0.03% | 342 |
|
|
2023
Q4 | $216K | Buy |
+16,050
| New | +$216K | 0.03% | 355 |
|