IFP 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 | $9.32K | Buy |
286
+107
| +60% | +$3.49K | ﹤0.01% | 2959 |
|
|
2025
Q1 | $4.99K | Buy |
179
+178
| +17,800% | +$4.96K | ﹤0.01% | 2844 |
|
|
2024
Q4 | $29 | Buy |
+1
| New | +$29 | ﹤0.01% | 4381 |
|
|
2019
Q1 | $64K | Buy |
2,633
+4
| +0.2% | +$97 | 0.01% | 858 |
|
|
2018
Q4 | $63K | Buy |
2,629
+3
| +0.1% | +$72 | ﹤0.01% | 1451 |
|
|
2018
Q3 | $76K | Buy |
2,626
+3
| +0.1% | +$87 | ﹤0.01% | 1638 |
|
|
2018
Q2 | $74K | Buy |
2,623
+7
| +0.3% | +$197 | ﹤0.01% | 1658 |
|
|
2018
Q1 | $69K | Hold |
2,616
| – | – | ﹤0.01% | 1611 |
|
|
2017
Q4 | $69K | Buy |
2,616
+3
| +0.1% | +$79 | ﹤0.01% | 1608 |
|
|
2017
Q3 | $71K | Buy |
2,613
+3
| +0.1% | +$82 | ﹤0.01% | 1752 |
|
|
2017
Q2 | $64K | Buy |
2,610
+4
| +0.2% | +$98 | ﹤0.01% | 1777 |
|
|
2017
Q1 | $71K | Buy |
2,606
+2
| +0.1% | +$54 | ﹤0.01% | 1702 |
|
|
2016
Q4 | $69K | Buy |
2,604
+4
| +0.2% | +$106 | ﹤0.01% | 1674 |
|
|
2016
Q3 | $49K | Buy |
2,600
+3
| +0.1% | +$57 | ﹤0.01% | 1815 |
|
|
2016
Q2 | $43K | Sell |
2,597
-36
| -1% | -$596 | ﹤0.01% | 1851 |
|
|
2016
Q1 | $64K | Buy |
2,633
+44
| +2% | +$1.07K | 0.01% | 858 |
|
|
2015
Q4 | $46K | Buy |
+2,589
| New | +$46K | ﹤0.01% | 1658 |
|