Van Hulzen Asset 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
Q1 | – | Sell |
-1
| Closed | -$29 | – | 403 |
|
|
2024
Q4 | $29 | Buy |
+1
| New | +$29 | ﹤0.01% | 1151 |
|
|
2024
Q3 | – | Sell |
-10,001
| Closed | -$224K | – | 322 |
|
|
2024
Q2 | $224K | Sell |
10,001
-3,000
| -23% | -$67.2K | 0.02% | 284 |
|
|
2024
Q1 | $263K | Sell |
13,001
-659
| -5% | -$13.3K | 0.02% | 280 |
|
|
2023
Q4 | $308K | Sell |
13,660
-6,340
| -32% | -$143K | 0.02% | 263 |
|
|
2023
Q3 | $379K | Hold |
20,000
| – | – | 0.03% | 230 |
|
|
2023
Q2 | $339K | Buy |
+20,000
| New | +$339K | 0.03% | 221 |
|