SLWA
San Luis Wealth Advisors’s TriCo Bancshares TCBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
35,188
-18,412
| -34% | -$746K | 0.31% | 53 |
|
|
2025
Q1 | $2.14M | Sell |
53,600
-43,484
| -45% | -$1.74M | 0.48% | 46 |
|
|
2024
Q4 | $4.24M | Sell |
97,084
-10,173
| -9% | -$445K | 0.8% | 34 |
|
|
2024
Q3 | $4.58M | Sell |
107,257
-30,678
| -22% | -$1.31M | 0.94% | 30 |
|
|
2024
Q2 | $5.46M | Buy |
+137,935
| New | +$5.46M | 1.31% | 17 |
|
|
2023
Q3 | – | Sell |
-153,639
| Closed | -$5.1M | – | 149 |
|
|
2023
Q2 | $5.1M | Sell |
153,639
-8,186
| -5% | -$272K | 1.8% | 14 |
|
|
2023
Q1 | $6.73M | Buy |
+161,825
| New | +$6.73M | 2.58% | 5 |
|