Caldwell Sutter Capital’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-728
| Closed | -$9 | – | 928 |
|
|
2024
Q3 | $9 | Sell |
728
-500
| -41% | -$6 | ﹤0.01% | 899 |
|
|
2024
Q2 | $25 | Hold |
1,228
| – | – | ﹤0.01% | 907 |
|
|
2024
Q1 | $47 | Hold |
1,228
| – | – | ﹤0.01% | 902 |
|
|
2023
Q4 | $50 | Hold |
1,228
| – | – | ﹤0.01% | 939 |
|
|
2023
Q3 | $88 | Hold |
1,228
| – | – | ﹤0.01% | 867 |
|
|
2023
Q2 | $675 | Sell |
1,228
-1,572
| -56% | -$864 | ﹤0.01% | 818 |
|
|
2023
Q1 | $39.2K | Buy |
+2,800
| New | +$39.2K | 0.03% | 268 |
|