Creative Planning’s Northrim BanCorp NRIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
3,096
+313
| +11% | +$29.2K | ﹤0.01% | 2917 |
|
|
2025
Q1 | $204K | Buy |
2,783
+2,638
| +1,819% | +$193K | ﹤0.01% | 3047 |
|
|
2024
Q4 | $11.3K | Buy |
+145
| New | +$11.3K | ﹤0.01% | 3363 |
|
|
2023
Q4 | – | Sell |
-193
| Closed | -$7.65K | – | 2911 |
|
|
2023
Q3 | $7.65K | Buy |
+193
| New | +$7.65K | ﹤0.01% | 2640 |
|
|
2015
Q2 | – | Sell |
-166
| Closed | -$4K | – | 2257 |
|
|
2015
Q1 | $4K | Hold |
166
| – | – | ﹤0.01% | 3568 |
|
|
2014
Q4 | $4K | Hold |
166
| – | – | ﹤0.01% | 3528 |
|
|
2014
Q3 | $4K | Buy |
+166
| New | +$4K | ﹤0.01% | 3334 |
|