JFS Wealth Advisors’s TriCo Bancshares TCBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $81 | Hold |
2
| – | – | ﹤0.01% | 1817 |
|
2025
Q1 | $80 | Hold |
2
| – | – | ﹤0.01% | 1881 |
|
2024
Q4 | $88 | Hold |
2
| – | – | ﹤0.01% | 1891 |
|
2024
Q3 | $86 | Hold |
2
| – | – | ﹤0.01% | 1910 |
|
2024
Q2 | $80 | Hold |
2
| – | – | ﹤0.01% | 1942 |
|
2024
Q1 | $74 | Sell |
2
-1
| -33% | -$37 | ﹤0.01% | 1964 |
|
2023
Q4 | $129 | Buy |
+3
| New | +$129 | ﹤0.01% | 1943 |
|
2023
Q3 | – | Sell |
-2
| Closed | -$67 | – | 2004 |
|
2023
Q2 | $67 | Hold |
2
| – | – | ﹤0.01% | 1943 |
|
2023
Q1 | $84 | Buy |
+2
| New | +$84 | ﹤0.01% | 1901 |
|