Steward Partners Investment Advisory’s Tejon Ranch TRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Hold |
686
| – | – | ﹤0.01% | 3149 |
|
|
2025
Q1 | $10.9K | Sell |
686
-23
| -3% | -$365 | ﹤0.01% | 3054 |
|
|
2024
Q4 | $11.3K | Sell |
709
-12
| -2% | -$191 | ﹤0.01% | 3048 |
|
|
2024
Q3 | $12.7K | Hold |
721
| – | – | ﹤0.01% | 2861 |
|
|
2024
Q2 | $12.3K | Hold |
721
| – | – | ﹤0.01% | 2737 |
|
|
2024
Q1 | $11.1K | Hold |
721
| – | – | ﹤0.01% | 2766 |
|
|
2023
Q4 | $12.4K | Sell |
721
-50
| -6% | -$860 | ﹤0.01% | 2616 |
|
|
2023
Q3 | $12.5K | Hold |
771
| – | – | ﹤0.01% | 2505 |
|
|
2023
Q2 | $13.3K | Hold |
771
| – | – | ﹤0.01% | 2474 |
|
|
2023
Q1 | $14.1K | Hold |
771
| – | – | ﹤0.01% | 2404 |
|
|
2022
Q4 | $14.5K | Hold |
771
| – | – | ﹤0.01% | 2397 |
|
|
2022
Q3 | $11K | Buy |
+771
| New | +$11K | ﹤0.01% | 2506 |
|
|
2021
Q2 | – | Sell |
-4,190
| Closed | -$70.1K | – | 7394 |
|
|
2021
Q1 | $70.1K | Buy |
+4,190
| New | +$70.1K | ﹤0.01% | 1813 |
|