CAPTRUST Financial Advisors’s Sierra Bancorp BSRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-33
| Closed | -$1K | – | 2335 |
|
|
2022
Q2 | $1K | Sell |
33
-128
| -80% | -$3.88K | ﹤0.01% | 4637 |
|
|
2022
Q1 | $4K | Sell |
161
-1
| -0.6% | -$25 | ﹤0.01% | 4231 |
|
|
2021
Q4 | $4K | Sell |
162
-120
| -43% | -$2.96K | ﹤0.01% | 4161 |
|
|
2021
Q3 | $7K | Sell |
282
-46
| -14% | -$1.14K | ﹤0.01% | 3793 |
|
|
2021
Q2 | $8K | Hold |
328
| – | – | ﹤0.01% | 3649 |
|
|
2021
Q1 | $9K | Buy |
+328
| New | +$9K | ﹤0.01% | 3478 |
|