Charles Schwab’s Sierra Bancorp BSRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1.03M | Hold |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $829K | Buy |
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|
2024
Q1 | $718K | Sell |
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|
2023
Q4 | $837K | Sell |
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|
2023
Q3 | $711K | Hold |
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|
2023
Q2 | $636K | Buy |
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|
2023
Q1 | $639K | Hold |
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|
2022
Q4 | $788K | Buy |
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|
2022
Q3 | $718K | Buy |
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|
2022
Q2 | $759K | Sell |
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|
2022
Q1 | $936K | Buy |
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|
2021
Q4 | $987K | Buy |
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|
2021
Q3 | $865K | Sell |
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|
2021
Q2 | $908K | Sell |
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|
2021
Q1 | $967K | Buy |
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|
2020
Q4 | $794K | Hold |
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|
2020
Q3 | $557K | Sell |
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|
2020
Q2 | $648K | Buy |
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|
2020
Q1 | $598K | Sell |
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|
2019
Q4 | $996K | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $910K | Buy |
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|
2019
Q1 | $784K | Buy |
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|
2018
Q4 | $754K | Buy |
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|
2018
Q3 | $896K | Buy |
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|
2018
Q2 | $771K | Hold |
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|
2018
Q1 | $728K | Buy |
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|
2017
Q4 | $564K | Hold |
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|
2017
Q3 | $576K | Hold |
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|
2017
Q2 | $521K | Hold |
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|
2017
Q1 | $582K | Buy |
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|
2016
Q4 | $423K | Hold |
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|
2016
Q3 | $299K | Sell |
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|
2016
Q2 | $723K | Buy |
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|
2016
Q1 | $645K | Buy |
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|
2015
Q4 | $281K | Hold |
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|
2015
Q3 | $254K | Hold |
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|
2015
Q2 | $276K | Hold |
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|
2015
Q1 | $266K | Hold |
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|
2014
Q4 | $280K | Hold |
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|
2014
Q3 | $267K | Hold |
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|
2014
Q2 | $252K | Hold |
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|
2014
Q1 | $254K | Hold |
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|
2013
Q4 | $256K | Hold |
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|
2013
Q3 | $257K | Hold |
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|
2013
Q2 | $239K | Buy |
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