Mutual 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 | $792K | Hold |
25,951
| – | – | 0.02% | 604 |
|
|
2025
Q1 | $681K | Sell |
25,951
-3,000
| -10% | -$78.8K | 0.02% | 591 |
|
|
2024
Q4 | $856K | Hold |
28,951
| – | – | 0.02% | 529 |
|
|
2024
Q3 | $828K | Sell |
28,951
-2,000
| -6% | -$57.2K | 0.02% | 548 |
|
|
2024
Q2 | $886K | Sell |
30,951
-9,092
| -23% | -$260K | 0.03% | 517 |
|
|
2024
Q1 | $809K | Hold |
40,043
| – | – | 0.03% | 546 |
|
|
2023
Q4 | $903K | Hold |
40,043
| – | – | 0.03% | 486 |
|
|
2023
Q3 | $759K | Sell |
40,043
-408
| -1% | -$7.74K | 0.03% | 489 |
|
|
2023
Q2 | $686K | Buy |
+40,451
| New | +$686K | 0.03% | 542 |
|