AE Wealth Management’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 |
-8,070
| Closed | -$555K | – | 1177 |
|
2019
Q3 | $555K | Buy |
8,070
+2,931
| +57% | +$202K | 0.02% | 590 |
|
2019
Q2 | $323K | Buy |
+5,139
| New | +$323K | 0.01% | 725 |
|
2018
Q4 | – | Sell |
-4,252
| Closed | -$284K | – | 618 |
|
2018
Q3 | $284K | Buy |
4,252
+5
| +0.1% | +$334 | 0.02% | 465 |
|
2018
Q2 | $280K | Buy |
4,247
+171
| +4% | +$11.3K | 0.02% | 349 |
|
2018
Q1 | $277K | Buy |
4,076
+407
| +11% | +$27.7K | 0.02% | 343 |
|
2017
Q4 | $237K | Buy |
+3,669
| New | +$237K | 0.02% | 368 |
|