Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,293
| Closed | -$565K | – | 473 |
|
|
2017
Q1 | $565K | Sell |
10,293
-174
| -2% | -$9.55K | 0.13% | 221 |
|
|
2016
Q4 | $575K | Sell |
10,467
-432
| -4% | -$23.7K | 0.13% | 225 |
|
|
2016
Q3 | $475K | Sell |
10,899
-30
| -0.3% | -$1.31K | 0.06% | 384 |
|
|
2016
Q2 | $445K | Buy |
10,929
+2,104
| +24% | +$85.7K | 0.06% | 367 |
|
|
2016
Q1 | $317K | Buy |
8,825
+45
| +0.5% | +$1.62K | 0.04% | 444 |
|
|
2015
Q4 | $372K | Buy |
8,780
+104
| +1% | +$4.41K | 0.05% | 422 |
|
|
2015
Q3 | $331K | Buy |
8,676
+6
| +0.1% | +$229 | 0.04% | 454 |
|
|
2015
Q2 | $371K | Buy |
+8,670
| New | +$371K | 0.05% | 434 |
|
|
2015
Q1 | – | Sell |
-9,828
| Closed | -$409K | – | 652 |
|
|
2014
Q4 | $409K | Sell |
9,828
-327
| -3% | -$13.6K | 0.06% | 370 |
|
|
2014
Q3 | $384K | Buy |
10,155
+2,064
| +26% | +$78K | 0.05% | 326 |
|
|
2014
Q2 | $309K | Buy |
8,091
+781
| +11% | +$29.8K | 0.04% | 408 |
|
|
2014
Q1 | $285K | Sell |
7,310
-811
| -10% | -$31.6K | 0.04% | 419 |
|
|
2013
Q4 | $299K | Sell |
8,121
-868
| -10% | -$32K | 0.04% | 377 |
|
|
2013
Q3 | $291K | Buy |
8,989
+122
| +1% | +$3.95K | 0.04% | 377 |
|
|
2013
Q2 | $278K | Buy |
+8,867
| New | +$278K | 0.04% | 359 |
|