Pasadena Private Wealth’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 | $392K | Hold |
13,200
| – | – | 0.07% | 123 |
|
|
2025
Q1 | $368K | Hold |
13,200
| – | – | 0.07% | 123 |
|
|
2024
Q4 | $382K | Hold |
13,200
| – | – | 0.08% | 107 |
|
|
2024
Q3 | $381K | Hold |
13,200
| – | – | 0.08% | 101 |
|
|
2024
Q2 | $295K | Hold |
13,200
| – | – | 0.07% | 110 |
|
|
2024
Q1 | $267K | Hold |
13,200
| – | – | 0.06% | 116 |
|
|
2023
Q4 | $298K | Hold |
13,200
| – | – | 0.07% | 109 |
|
|
2023
Q3 | $250K | Hold |
13,200
| – | – | 0.07% | 78 |
|
|
2023
Q2 | $224K | Hold |
13,200
| – | – | 0.06% | 89 |
|
|
2023
Q1 | $227K | Hold |
13,200
| – | – | 0.07% | 83 |
|
|
2022
Q4 | $280K | Buy |
+13,200
| New | +$280K | 0.09% | 72 |
|