Whittier Trust’s Sierra Bancorp BSRR Stock Holding History

Whittier Trust’s Portfolio BSRR Stock Details BSRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$34.4K	Hold	1,159	–	–	﹤0.01%	1020
2025 Q1	$32.3K	Hold	1,159	–	–	﹤0.01%	1016
2024 Q4	$33.5K	Hold	1,159	–	–	﹤0.01%	1004
2024 Q3	$33.5K	Hold	1,159	–	–	﹤0.01%	997
2024 Q2	$25.9K	Hold	1,159	–	–	﹤0.01%	1037
2024 Q1	$23.4K	Hold	1,159	–	–	﹤0.01%	1094
2023 Q4	$26.1K	Hold	1,159	–	–	﹤0.01%	1035
2023 Q3	$22K	Hold	1,159	–	–	﹤0.01%	1096
2023 Q2	$19.7K	Hold	1,159	–	–	﹤0.01%	1134
2023 Q1	$19.9K	Hold	1,159	–	–	﹤0.01%	1156
2022 Q4	$24.6K	Hold	1,159	–	–	﹤0.01%	1101
2022 Q3	$23K	Hold	1,159	–	–	﹤0.01%	1134
2022 Q2	$25K	Hold	1,159	–	–	﹤0.01%	1112
2022 Q1	$29K	Hold	1,159	–	–	﹤0.01%	1104
2021 Q4	$31K	Hold	1,159	–	–	﹤0.01%	1075
2021 Q3	$28K	Hold	1,159	–	–	﹤0.01%	1048
2021 Q2	$29K	Hold	1,159	–	–	﹤0.01%	1068
2021 Q1	$31K	Hold	1,159	–	–	﹤0.01%	1042
2020 Q4	$28K	Hold	1,159	–	–	﹤0.01%	965
2020 Q3	$19K	Hold	1,159	–	–	﹤0.01%	1008
2020 Q2	$22K	Hold	1,159	–	–	﹤0.01%	946
2020 Q1	$20K	Hold	1,159	–	–	﹤0.01%	980
2019 Q4	$34K	Sell	1,159 -15	-1%	-$440	﹤0.01%	918
2019 Q3	$31K	Buy	1,174 +15	+1%	+$396	﹤0.01%	935
2019 Q2	$31K	Hold	1,159	–	–	﹤0.01%	872
2019 Q1	$28K	Hold	1,159	–	–	﹤0.01%	885
2018 Q4	$28K	Hold	1,159	–	–	﹤0.01%	892
2018 Q3	$33K	Hold	1,159	–	–	﹤0.01%	865
2018 Q2	$33K	Hold	1,159	–	–	﹤0.01%	832
2018 Q1	$31K	Hold	1,159	–	–	﹤0.01%	863
2017 Q4	$31K	Hold	1,159	–	–	﹤0.01%	845
2017 Q3	$31K	Hold	1,159	–	–	﹤0.01%	836
2017 Q2	$28K	Hold	1,159	–	–	﹤0.01%	817
2017 Q1	$32K	Hold	1,159	–	–	﹤0.01%	804
2016 Q4	$31K	Hold	1,159	–	–	﹤0.01%	792
2016 Q3	$22K	Hold	1,159	–	–	﹤0.01%	859
2016 Q2	$19K	Hold	1,159	–	–	﹤0.01%	890
2016 Q1	$21K	Buy	+1,159	New	+$21K	﹤0.01%	863