Carson Wealth (CWM LLC)’s Sierra Bancorp BSRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
5,178
+258
| +5% | +$7.67K | ﹤0.01% | 2387 |
|
|
2025
Q1 | $137K | Buy |
4,920
+647
| +15% | +$18K | ﹤0.01% | 2164 |
|
|
2024
Q4 | $124K | Buy |
4,273
+47
| +1% | +$1.36K | ﹤0.01% | 2137 |
|
|
2024
Q3 | $122K | Buy |
4,226
+249
| +6% | +$7.19K | ﹤0.01% | 2069 |
|
|
2024
Q2 | $89K | Buy |
3,977
+433
| +12% | +$9.69K | ﹤0.01% | 2036 |
|
|
2024
Q1 | $72K | Buy |
3,544
+6
| +0.2% | +$122 | ﹤0.01% | 2072 |
|
|
2023
Q4 | $80K | Hold |
3,538
| – | – | ﹤0.01% | 1883 |
|
|
2023
Q3 | $67K | Hold |
3,538
| – | – | ﹤0.01% | 1883 |
|
|
2023
Q2 | $60K | Hold |
3,538
| – | – | ﹤0.01% | 1853 |
|
|
2023
Q1 | $61K | Buy |
3,538
+3,218
| +1,006% | +$55.5K | ﹤0.01% | 1753 |
|
|
2022
Q4 | $7K | Buy |
320
+120
| +60% | +$2.63K | ﹤0.01% | 2980 |
|
|
2022
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 3140 |
|
|
2022
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 3048 |
|
|
2022
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2802 |
|
|
2021
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 2692 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 2331 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2331 |
|
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 2331 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 2331 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 2331 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2331 |
|
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 2331 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 2331 |
|
|
2019
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 2331 |
|
|
2019
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 2331 |
|