Envestnet Asset Management’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-47
| Closed | -$1K | – | 3118 |
|
|
2017
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 3030 |
|
|
2017
Q1 | $1K | Sell |
47
-13
| -22% | -$277 | ﹤0.01% | 3092 |
|
|
2016
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 3009 |
|
|
2016
Q2 | – | Sell |
-2,267
| Closed | -$45K | – | 3179 |
|
|
2016
Q1 | $45K | Sell |
2,267
-609
| -21% | -$12.1K | ﹤0.01% | 2764 |
|
|
2015
Q4 | $60K | Hold |
2,876
| – | – | ﹤0.01% | 2599 |
|
|
2015
Q3 | $59K | Buy |
+2,876
| New | +$59K | ﹤0.01% | 2571 |
|
|
2015
Q1 | – | Sell |
-132
| Closed | -$3K | – | 2566 |
|
|
2014
Q4 | $3K | Buy |
+132
| New | +$3K | ﹤0.01% | 2287 |
|