Creative Planning’s TriCo Bancshares TCBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
58,760
+21,109
| +56% | +$855K | ﹤0.01% | 1198 |
|
|
2025
Q1 | $1.5M | Buy |
37,651
+7,628
| +25% | +$305K | ﹤0.01% | 1391 |
|
|
2024
Q4 | $1.31M | Buy |
30,023
+5,555
| +23% | +$243K | ﹤0.01% | 1440 |
|
|
2024
Q3 | $1.04M | Buy |
24,468
+3,021
| +14% | +$129K | ﹤0.01% | 1483 |
|
|
2024
Q2 | $849K | Buy |
21,447
+8,260
| +63% | +$327K | ﹤0.01% | 1533 |
|
|
2024
Q1 | $485K | Buy |
13,187
+4,317
| +49% | +$159K | ﹤0.01% | 1865 |
|
|
2023
Q4 | $381K | Buy |
+8,870
| New | +$381K | ﹤0.01% | 1906 |
|
|
2023
Q1 | – | Sell |
-5,099
| Closed | -$260K | – | 2642 |
|
|
2022
Q4 | $260K | Sell |
5,099
-1,062
| -17% | -$54.2K | ﹤0.01% | 1812 |
|
|
2022
Q3 | $275K | Buy |
+6,161
| New | +$275K | ﹤0.01% | 1695 |
|
|
2021
Q2 | – | Sell |
-8,727
| Closed | -$414K | – | 2306 |
|
|
2021
Q1 | $414K | Buy |
+8,727
| New | +$414K | ﹤0.01% | 1548 |
|
|
2018
Q4 | – | Sell |
-5,220
| Closed | -$202K | – | 1922 |
|
|
2018
Q3 | $202K | Buy |
+5,220
| New | +$202K | ﹤0.01% | 1664 |
|
|
2015
Q4 | – | Sell |
-9,588
| Closed | -$236K | – | 4417 |
|
|
2015
Q3 | $236K | Buy |
+9,588
| New | +$236K | ﹤0.01% | 1093 |
|
|
2015
Q2 | – | Sell |
-4
| Closed | – | – | 2681 |
|
|
2015
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 4224 |
|
|
2014
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 4168 |
|
|
2014
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 3988 |
|
|
2014
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 3811 |
|
|
2014
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 3632 |
|
|
2013
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 3464 |
|
|
2013
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 3346 |
|
|
2013
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3118 |
|