Allworth Financial’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-296
| Closed | -$34.1K | – | 3359 |
|
|
2022
Q4 | $34.1K | Buy |
296
+146
| +97% | +$16.8K | ﹤0.01% | 1154 |
|
|
2022
Q3 | $23K | Sell |
150
-1
| -0.7% | -$153 | ﹤0.01% | 1248 |
|
|
2022
Q2 | $27K | Sell |
151
-42
| -22% | -$7.51K | ﹤0.01% | 1121 |
|
|
2022
Q1 | $57K | Buy |
193
+43
| +29% | +$12.7K | ﹤0.01% | 852 |
|
|
2021
Q4 | $49K | Hold |
150
| – | – | ﹤0.01% | 846 |
|
|
2021
Q3 | $41K | Hold |
150
| – | – | ﹤0.01% | 835 |
|
|
2021
Q2 | $37K | Hold |
150
| – | – | ﹤0.01% | 699 |
|
|
2021
Q1 | $34K | Buy |
+150
| New | +$34K | ﹤0.01% | 663 |
|
|
2020
Q2 | – | Sell |
-64
| Closed | -$5K | – | 1459 |
|
|
2020
Q1 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 901 |
|