Creative Planning’s Sierra Bancorp BSRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,399
| Closed | -$206K | – | 3610 |
|
|
2025
Q1 | $206K | Sell |
7,399
-132
| -2% | -$3.68K | ﹤0.01% | 3036 |
|
|
2024
Q4 | $218K | Buy |
+7,531
| New | +$218K | ﹤0.01% | 2902 |
|
|
2017
Q3 | – | Sell |
-600
| Closed | -$15K | – | 2080 |
|
|
2017
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 3316 |
|
|
2017
Q1 | $16K | Buy |
600
+500
| +500% | +$13.3K | ﹤0.01% | 3232 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 4035 |
|
|
2016
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 4081 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$2K | – | 3517 |
|
|
2013
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3082 |
|