Forvis Mazars Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-7,679
| Closed | -$336K | – | 212 |
|
2016
Q3 | $336K | Buy |
7,679
+688
| +10% | +$30.1K | 0.05% | 135 |
|
2016
Q2 | $287K | Buy |
6,991
+392
| +6% | +$16.1K | 0.04% | 144 |
|
2016
Q1 | $238K | Buy |
6,599
+734
| +13% | +$26.5K | 0.04% | 162 |
|
2015
Q4 | $251K | Sell |
5,865
-44
| -0.7% | -$1.88K | 0.04% | 163 |
|
2015
Q3 | $226K | Buy |
+5,909
| New | +$226K | 0.04% | 161 |
|