Financial Gravity Asset Management’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 978 |
|
|
2025
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 964 |
|
|
2025
Q3 | $0 | Buy |
+30
| New | – | ﹤0.01% | 974 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | – | – | 2622 |
|
|
2024
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2114 |
|
|
2023
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1512 |
|
|
2023
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1840 |
|
|
2023
Q2 | $7 | Sell |
1
-13
| -93% | -$159 | ﹤0.01% | 1565 |
|
|
2023
Q1 | $432 | Sell |
14
-108
| -89% | -$11.1K | 0.01% | 468 |
|
|
2022
Q4 | $1.35K | Sell |
122
-1,974
| -94% | -$241K | 0.01% | 609 |
|
|
2022
Q3 | $4.25K | Sell |
2,096
-496
| -19% | -$76.2K | 0.14% | 145 |
|
|
2022
Q2 | $4.82K | Sell |
2,592
-324
| -11% | -$48.6K | 0.15% | 136 |
|
|
2022
Q1 | $4.9K | Sell |
2,916
-1,845
| -39% | -$322K | 0.14% | 149 |
|
|
2021
Q4 | $9.07K | Buy |
4,761
+4,716
| +10,480% | +$995K | 0.2% | 135 |
|
|
2021
Q3 | $193K | Hold |
45
| – | – | 0.09% | 194 |
|
|
2021
Q2 | $187K | Sell |
45
-4
| -8% | -$735 | 0.07% | 200 |
|
|
2021
Q1 | $8.15K | Buy |
49
+17
| +53% | +$2.75K | 0.17% | 114 |
|
|
2020
Q4 | $5K | Buy |
+32
| New | +$4.17K | ﹤0.01% | 235 |
|