Zacks Investment 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 |
-35,996
| Closed | -$1.04M | – | 666 |
|
|
2024
Q4 | $1.04M | Sell |
35,996
-61,594
| -63% | -$1.78M | 0.01% | 414 |
|
|
2024
Q3 | $2.82M | Buy |
+97,590
| New | +$2.82M | 0.02% | 291 |
|
|
2021
Q4 | – | Sell |
-10,003
| Closed | -$243K | – | 616 |
|
|
2021
Q3 | $243K | Sell |
10,003
-14
| -0.1% | -$340 | ﹤0.01% | 554 |
|
|
2021
Q2 | $255K | Sell |
10,017
-75
| -0.7% | -$1.91K | ﹤0.01% | 534 |
|
|
2021
Q1 | $270K | Sell |
10,092
-553
| -5% | -$14.8K | ﹤0.01% | 464 |
|
|
2020
Q4 | $255K | Buy |
+10,645
| New | +$255K | ﹤0.01% | 479 |
|
|
2016
Q2 | – | Sell |
-98,724
| Closed | -$1.79M | – | 632 |
|
|
2016
Q1 | $1.79M | Buy |
+98,724
| New | +$1.79M | 0.06% | 224 |
|
|
2014
Q4 | – | Sell |
-51,771
| Closed | -$868K | – | 638 |
|
|
2014
Q3 | $868K | Buy |
51,771
+32,818
| +173% | +$550K | 0.03% | 285 |
|
|
2014
Q2 | $299K | Buy |
18,953
+1,939
| +11% | +$30.6K | 0.01% | 569 |
|
|
2014
Q1 | $271K | Buy |
+17,014
| New | +$271K | 0.01% | 552 |
|