Creative Planning’s Tejon Ranch TRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$524K Buy
2025
Q2
$469K Buy
2025
Q1
$287K Buy
2024
Q4
$176K Buy
2015
Q4
Sell
2015
Q3
$22K Buy