Creative Planning’s Tejon Ranch TRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
27,659
+9,557
| +53% | +$162K | ﹤0.01% | 2511 |
|
|
2025
Q1 | $287K | Buy |
18,102
+7,064
| +64% | +$112K | ﹤0.01% | 2792 |
|
|
2024
Q4 | $176K | Buy |
+11,038
| New | +$176K | ﹤0.01% | 3002 |
|
|
2015
Q4 | – | Sell |
-1,030
| Closed | -$22K | – | 4421 |
|
|
2015
Q3 | $22K | Buy |
+1,030
| New | +$22K | ﹤0.01% | 2642 |
|