EverSource Wealth Advisors’s Sierra Bancorp BSRR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.61K	Buy	88 +71	+418%	+$2.11K	﹤0.01%	3405
2025 Q1	$474	Hold	17	–	–	﹤0.01%	3472
2024 Q4	$492	Buy	+17	New	+$492	﹤0.01%	3204
2023 Q2	–	Sell	-359	Closed	-$6.18K	–	2507
2023 Q1	$6.18K	Buy	+359	New	+$6.18K	﹤0.01%	1561