MYIA

Mount Yale Investment Advisors’s TriCo Bancshares TCBK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$391K	Hold	9,653	–	–	0.03%	392
2025 Q1	$386K	Sell	9,653 -22,787	-70%	-$911K	0.03%	377
2024 Q4	$1.42M	Sell	32,440 -84,000	-72%	-$3.67M	0.11%	155
2024 Q3	$4.97M	Sell	116,440 -2,080	-2%	-$88.7K	0.48%	43
2024 Q2	$4.69M	Sell	118,520 -1,300	-1%	-$51.4K	0.37%	54
2024 Q1	$4.41M	Sell	119,820 -1,273	-1%	-$46.8K	0.34%	66
2023 Q4	$5.2M	Sell	121,093 -2,676	-2%	-$115K	0.49%	39
2023 Q3	$3.96M	Hold	123,769	–	–	0.43%	52
2023 Q2	$4.11M	Hold	123,769	–	–	0.44%	53
2023 Q1	$5.15M	Hold	123,769	–	–	0.58%	37
2022 Q4	$6.31M	Hold	123,769	–	–	0.72%	32
2022 Q3	$5.53M	Hold	123,769	–	–	0.73%	22
2022 Q2	$5.65M	Hold	123,769	–	–	0.71%	28
2022 Q1	$4.95M	Hold	123,769	–	–	0.54%	43
2021 Q4	$5.32M	Hold	123,769	–	–	0.55%	40
2021 Q3	$5.37M	Hold	123,769	–	–	0.62%	34
2021 Q2	$5.27M	Hold	123,769	–	–	0.64%	37
2021 Q1	$5.86M	Hold	123,769	–	–	0.77%	25
2020 Q4	$4.37M	Hold	123,769	–	–	0.61%	43
2020 Q3	$3.03M	Hold	123,769	–	–	0.43%	54
2020 Q2	$3.77M	Hold	123,769	–	–	0.68%	39
2020 Q1	$3.69M	Hold	123,769	–	–	0.83%	28
2019 Q4	$4.51M	Hold	123,769	–	–	0.78%	31
2019 Q3	$4.78M	Hold	123,769	–	–	0.86%	31
2019 Q2	$4.46M	Hold	123,769	–	–	0.82%	32
2019 Q1	$4.86M	Hold	123,769	–	–	0.91%	30
2018 Q4	$4.69M	Hold	123,769	–	–	0.95%	27
2018 Q3	$4.54M	Buy	+123,769	New	+$4.54M	0.79%	27