Spire Wealth Management’s Sierra Bancorp BSRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $11.8K | Sell |
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|
2025
Q3 | $44.7K | Hold |
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|
2025
Q2 | $45.9K | Sell |
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|
2025
Q1 | $44.5K | Hold |
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|
2024
Q4 | $46.1K | Hold |
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|
2024
Q3 | $46.1K | Hold |
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|
2024
Q2 | $35.7K | Sell |
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|
2024
Q1 | $34K | Hold |
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|
2023
Q4 | $35.6K | Hold |
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|
2023
Q3 | $31.9K | Hold |
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|
2023
Q2 | $28.6K | Buy |
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|
2023
Q1 | $26.3K | Buy |
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|
2022
Q4 | $23K | Hold |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $33K | Sell |
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|
2022
Q1 | $76K | Hold |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $74K | Hold |
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|
2021
Q2 | $78K | Hold |
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|
2021
Q1 | $82K | Buy |
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