Advocacy Wealth Management Services’s SunTrust Banks, Inc. STI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-297
| Closed | -$20K | – | 167 |
|
2019
Q3 | $20K | Hold |
297
| – | – | 0.01% | 97 |
|
2019
Q2 | $19K | Hold |
297
| – | – | 0.01% | 102 |
|
2019
Q1 | $18K | Hold |
297
| – | – | 0.02% | 88 |
|
2018
Q4 | $15K | Hold |
297
| – | – | 0.01% | 99 |
|
2018
Q3 | $20K | Hold |
297
| – | – | 0.01% | 91 |
|
2018
Q2 | $20K | Hold |
297
| – | – | 0.01% | 91 |
|
2018
Q1 | $20K | Sell |
297
-500
| -63% | -$33.7K | 0.01% | 91 |
|
2017
Q4 | $51K | Sell |
797
-909
| -53% | -$58.2K | 0.04% | 49 |
|
2017
Q3 | $98K | Buy |
1,706
+819
| +92% | +$47K | 0.04% | 40 |
|
2017
Q2 | $50K | Sell |
887
-22
| -2% | -$1.24K | 0.02% | 75 |
|
2017
Q1 | $50K | Buy |
+909
| New | +$50K | 0.02% | 74 |
|
2016
Q4 | – | Sell |
-909
| Closed | -$40K | – | 397 |
|
2016
Q3 | $40K | Hold |
909
| – | – | 0.02% | 133 |
|
2016
Q2 | $37K | Hold |
909
| – | – | 0.02% | 178 |
|
2016
Q1 | $33K | Hold |
909
| – | – | 0.02% | 225 |
|
2015
Q4 | $39K | Buy |
+909
| New | +$39K | 0.04% | 188 |
|