Mount Yale Investment Advisors’s TriCo Bancshares TCBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Hold |
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|
2025
Q1 | $386K | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $4.97M | Sell |
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|
2024
Q2 | $4.69M | Sell |
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|
2024
Q1 | $4.41M | Sell |
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|
2023
Q4 | $5.2M | Sell |
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|
2023
Q3 | $3.96M | Hold |
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|
2023
Q2 | $4.11M | Hold |
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|
2023
Q1 | $5.15M | Hold |
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|
2022
Q4 | $6.31M | Hold |
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|
2022
Q3 | $5.53M | Hold |
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|
2022
Q2 | $5.65M | Hold |
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|
2022
Q1 | $4.95M | Hold |
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|
2021
Q4 | $5.32M | Hold |
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|
2021
Q3 | $5.37M | Hold |
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|
2021
Q2 | $5.27M | Hold |
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|
2021
Q1 | $5.86M | Hold |
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|
2020
Q4 | $4.37M | Hold |
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|
2020
Q3 | $3.03M | Hold |
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|
2020
Q2 | $3.77M | Hold |
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|
2020
Q1 | $3.69M | Hold |
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|
2019
Q4 | $4.5M | Hold |
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|
2019
Q3 | $4.78M | Hold |
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|
2019
Q2 | $4.46M | Hold |
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|
2019
Q1 | $4.86M | Hold |
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|
2018
Q4 | $4.69M | Hold |
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|
2018
Q3 | $4.54M | Buy |
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