Spire Wealth Management’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 | $45.9K | Sell |
1,545
-50
| -3% | -$1.48K | ﹤0.01% | 1229 |
|
|
2025
Q1 | $44.5K | Hold |
1,595
| – | – | ﹤0.01% | 1324 |
|
|
2024
Q4 | $46.1K | Hold |
1,595
| – | – | ﹤0.01% | 1316 |
|
|
2024
Q3 | $46.1K | Hold |
1,595
| – | – | ﹤0.01% | 1155 |
|
|
2024
Q2 | $35.7K | Sell |
1,595
-90
| -5% | -$2.01K | ﹤0.01% | 1235 |
|
|
2024
Q1 | $34K | Hold |
1,685
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q4 | $35.6K | Hold |
1,685
| – | – | ﹤0.01% | 1317 |
|
|
2023
Q3 | $31.9K | Hold |
1,685
| – | – | ﹤0.01% | 1338 |
|
|
2023
Q2 | $28.6K | Buy |
1,685
+155
| +10% | +$2.63K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $26.3K | Buy |
1,530
+445
| +41% | +$7.66K | ﹤0.01% | 1496 |
|
|
2022
Q4 | $23K | Hold |
1,085
| – | – | ﹤0.01% | 1310 |
|
|
2022
Q3 | $21K | Sell |
1,085
-445
| -29% | -$8.61K | ﹤0.01% | 1304 |
|
|
2022
Q2 | $33K | Sell |
1,530
-1,530
| -50% | -$33K | ﹤0.01% | 1461 |
|
|
2022
Q1 | $76K | Hold |
3,060
| – | – | ﹤0.01% | 1276 |
|
|
2021
Q4 | $83K | Hold |
3,060
| – | – | ﹤0.01% | 1487 |
|
|
2021
Q3 | $74K | Hold |
3,060
| – | – | ﹤0.01% | 1314 |
|
|
2021
Q2 | $78K | Hold |
3,060
| – | – | ﹤0.01% | 1297 |
|
|
2021
Q1 | $82K | Buy |
+3,060
| New | +$82K | ﹤0.01% | 1478 |
|