Accordant Advisory Group’s Tejon Ranch TRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
34,219
+2,211
| +7% | +$37.5K | 0.43% | 38 |
|
|
2025
Q1 | $507K | Sell |
32,008
-449
| -1% | -$7.12K | 0.5% | 23 |
|
|
2024
Q4 | $516K | Buy |
32,457
+99
| +0.3% | +$1.57K | 0.5% | 32 |
|
|
2024
Q3 | $568K | Buy |
32,358
+1,169
| +4% | +$20.5K | 0.45% | 38 |
|
|
2024
Q2 | $532K | Buy |
31,189
+1,219
| +4% | +$20.8K | 0.5% | 41 |
|
|
2024
Q1 | $462K | Buy |
+29,970
| New | +$462K | 0.35% | 59 |
|