Carroll Financial Associates’s TriState Capital Holdings, Inc. TSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$63K Sell
2021
Q3
$1.26M Buy
2021
Q2
$32K Hold
2021
Q1
$36K Hold
2020
Q4
$27K Sell
2020
Q3
$239K Buy
2020
Q2
$194K Sell
2020
Q1
$350K Buy
2019
Q4
$219K Sell
2019
Q3
$379K Buy
2019
Q2
$242K Sell
2019
Q1
$662K Buy
2018
Q4
$529K Buy
2018
Q3
Sell
2018
Q2
$1.53M Sell
2018
Q1
$1.51M Buy
2017
Q4
$519K Buy
2014
Q1
Sell
2013
Q4
$11K Buy