EWM
STI
Evercore Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,770
| Closed | -$603K | – | 411 |
|
|
2019
Q3 | $603K | Buy |
8,770
+275
| +3% | +$18.9K | 0.02% | 256 |
|
|
2019
Q2 | $534K | Buy |
8,495
+125
| +1% | +$7.86K | 0.02% | 272 |
|
|
2019
Q1 | $496K | Sell |
8,370
-500
| -6% | -$29.6K | 0.02% | 271 |
|
|
2018
Q4 | $447K | Sell |
8,870
-3,503
| -28% | -$177K | 0.02% | 260 |
|
|
2018
Q3 | $827K | Buy |
12,373
+79
| +0.6% | +$5.28K | 0.03% | 225 |
|
|
2018
Q2 | $812K | Buy |
+12,294
| New | +$812K | 0.03% | 223 |
|
|
2018
Q1 | – | Sell |
-8,816
| Closed | -$569K | – | 878 |
|
|
2017
Q4 | $569K | Hold |
8,816
| – | – | 0.02% | 242 |
|
|
2017
Q3 | $527K | Sell |
8,816
-400
| -4% | -$23.9K | 0.02% | 246 |
|
|
2017
Q2 | $523K | Buy |
9,216
+7,576
| +462% | +$430K | 0.02% | 249 |
|
|
2017
Q1 | $90K | Sell |
1,640
-26
| -2% | -$1.43K | ﹤0.01% | 498 |
|
|
2016
Q4 | $92K | Sell |
1,666
-299
| -15% | -$16.5K | ﹤0.01% | 507 |
|
|
2016
Q3 | $86K | Hold |
1,965
| – | – | ﹤0.01% | 505 |
|
|
2016
Q2 | $80K | Hold |
1,965
| – | – | ﹤0.01% | 499 |
|
|
2016
Q1 | $71K | Hold |
1,965
| – | – | ﹤0.01% | 510 |
|
|
2015
Q4 | $84K | Hold |
1,965
| – | – | ﹤0.01% | 504 |
|
|
2015
Q3 | $76K | Sell |
1,965
-300
| -13% | -$11.6K | ﹤0.01% | 530 |
|
|
2015
Q2 | $98K | Hold |
2,265
| – | – | ﹤0.01% | 520 |
|
|
2015
Q1 | $92K | Buy |
2,265
+300
| +15% | +$12.2K | ﹤0.01% | 541 |
|
|
2014
Q4 | $82K | Buy |
1,965
+1,325
| +207% | +$55.3K | ﹤0.01% | 486 |
|
|
2014
Q3 | $25K | Hold |
640
| – | – | ﹤0.01% | 707 |
|
|
2014
Q2 | $26K | Buy |
+640
| New | +$26K | ﹤0.01% | 702 |
|
|
2013
Q4 | – | Sell |
-175
| Closed | -$6K | – | 1009 |
|
|
2013
Q3 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 831 |
|