IFP Advisors’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 | – | Hold |
0
| – | – | – | 4232 |
|
|
2024
Q1 | – | Sell |
-52
| Closed | -$894 | – | 3243 |
|
|
2023
Q4 | $894 | Hold |
52
| – | – | ﹤0.01% | 2822 |
|
|
2023
Q3 | $843 | Hold |
52
| – | – | ﹤0.01% | 3037 |
|
|
2023
Q2 | $895 | Hold |
52
| – | – | ﹤0.01% | 3101 |
|
|
2023
Q1 | $1.29K | Sell |
52
-514
| -91% | -$12.7K | ﹤0.01% | 3031 |
|
|
2022
Q4 | $14K | Hold |
566
| – | – | ﹤0.01% | 3178 |
|
|
2022
Q3 | $14K | Buy |
566
+514
| +988% | +$12.7K | ﹤0.01% | 3415 |
|
|
2022
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 4459 |
|
|
2022
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 4459 |
|
|
2021
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 3081 |
|
|
2021
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 3076 |
|
|
2021
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 2920 |
|
|
2021
Q1 | $1K | Sell |
52
-776
| -94% | -$14.9K | ﹤0.01% | 2848 |
|
|
2020
Q4 | $12K | Hold |
828
| – | – | ﹤0.01% | 2006 |
|
|
2020
Q3 | $12K | Hold |
828
| – | – | ﹤0.01% | 1843 |
|
|
2020
Q2 | $12K | Hold |
828
| – | – | ﹤0.01% | 1753 |
|
|
2020
Q1 | $12K | Hold |
828
| – | – | ﹤0.01% | 1698 |
|
|
2019
Q4 | $14K | Sell |
828
-25
| -3% | -$423 | ﹤0.01% | 1781 |
|
|
2019
Q3 | $14K | Buy |
+853
| New | +$14K | ﹤0.01% | 1926 |
|
|
2019
Q1 | – | Sell |
-872
| Closed | -$15K | – | 3336 |
|
|
2018
Q4 | $15K | Hold |
872
| – | – | ﹤0.01% | 2272 |
|
|
2018
Q3 | $19K | Hold |
872
| – | – | ﹤0.01% | 2458 |
|
|
2018
Q2 | $21K | Sell |
872
-188
| -18% | -$4.53K | ﹤0.01% | 2408 |
|
|
2018
Q1 | $22K | Hold |
1,060
| – | – | ﹤0.01% | 2334 |
|
|
2017
Q4 | $22K | Sell |
1,060
-32
| -3% | -$664 | ﹤0.01% | 2331 |
|
|
2017
Q3 | $22K | Sell |
1,092
-123
| -10% | -$2.48K | ﹤0.01% | 2512 |
|
|
2017
Q2 | $24K | Sell |
1,215
-15
| -1% | -$296 | ﹤0.01% | 2456 |
|
|
2017
Q1 | $26K | Hold |
1,230
| – | – | ﹤0.01% | 2312 |
|
|
2016
Q4 | $30K | Hold |
1,230
| – | – | ﹤0.01% | 2190 |
|
|
2016
Q3 | $29K | Sell |
1,230
-34
| -3% | -$802 | ﹤0.01% | 2157 |
|
|
2016
Q2 | $29K | Buy |
+1,264
| New | +$29K | ﹤0.01% | 2102 |
|
|
2016
Q1 | – | Sell |
-1,264
| Closed | -$23K | – | 3373 |
|
|
2015
Q4 | $23K | Buy |
+1,264
| New | +$23K | ﹤0.01% | 2074 |
|