Creative Planning
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Creative Planning’s Sierra Bancorp BSRR Stock Holding History

Creative Planning’s Portfolio BSRR Stock Details BSRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$206K Sell
2024
Q4 		$218K Buy
2017
Q3 		– Sell
2017
Q2 		$15K Hold
2017
Q1 		$16K Buy
2016
Q4 		$3K Hold
2016
Q3 		$2K Buy
2014
Q1 		– Sell
2013
Q4 		$2K Buy