Fortis Advisors’s SunTrust Banks, Inc. STI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-5,500
| Closed | -$378K | – | 340 |
|
2019
Q3 | $378K | Sell |
5,500
-755
| -12% | -$51.9K | 0.18% | 56 |
|
2019
Q2 | $393K | Hold |
6,255
| – | – | 0.19% | 57 |
|
2019
Q1 | $371K | Sell |
6,255
-125
| -2% | -$7.41K | 0.19% | 52 |
|
2018
Q4 | $322K | Hold |
6,380
| – | – | 0.2% | 54 |
|
2018
Q3 | $426K | Hold |
6,380
| – | – | 0.24% | 46 |
|
2018
Q2 | $421K | Buy |
6,380
+755
| +13% | +$49.8K | 0.24% | 45 |
|
2018
Q1 | $383K | Buy |
5,625
+125
| +2% | +$8.51K | 0.21% | 45 |
|
2017
Q4 | $355K | Hold |
5,500
| – | – | 0.22% | 43 |
|
2017
Q3 | $329K | Hold |
5,500
| – | – | 0.23% | 40 |
|
2017
Q2 | $312K | Hold |
5,500
| – | – | 0.24% | 48 |
|
2017
Q1 | $304K | Sell |
5,500
-1,320
| -19% | -$73K | 0.28% | 45 |
|
2016
Q4 | $374K | Buy |
+6,820
| New | +$374K | 0.4% | 18 |
|