Cooper Financial Group’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,902
| Closed | -$354K | – | 325 |
|
2022
Q4 | $354K | Buy |
2,902
+994
| +52% | +$121K | 0.11% | 187 |
|
2022
Q3 | $249K | Buy |
1,908
+376
| +25% | +$49.1K | 0.09% | 211 |
|
2022
Q2 | $221K | Buy |
1,532
+182
| +13% | +$26.3K | 0.08% | 231 |
|
2022
Q1 | $219K | Buy |
1,350
+216
| +19% | +$35K | 0.08% | 225 |
|
2021
Q4 | $234K | Buy |
1,134
+17
| +2% | +$3.51K | 0.09% | 203 |
|
2021
Q3 | $215K | Buy |
+1,117
| New | +$215K | 0.04% | 235 |
|