Freedom Investment Management’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,081
| Closed | -$254K | – | 812 |
|
|
2022
Q4 | $254K | Buy |
2,081
+109
| +6% | +$13.3K | 0.03% | 615 |
|
|
2022
Q3 | $257K | Buy |
1,972
+30
| +2% | +$3.92K | 0.03% | 601 |
|
|
2022
Q2 | $280K | Sell |
1,942
-138
| -7% | -$19.9K | 0.03% | 601 |
|
|
2022
Q1 | $337K | Sell |
2,080
-541
| -21% | -$87.7K | 0.03% | 587 |
|
|
2021
Q4 | $541K | Buy |
2,621
+174
| +7% | +$35.9K | 0.04% | 504 |
|
|
2021
Q3 | $472K | Buy |
2,447
+1
| +0% | +$193 | 0.04% | 520 |
|
|
2021
Q2 | $458K | Buy |
2,446
+1
| +0% | +$187 | 0.03% | 563 |
|
|
2021
Q1 | $408K | Buy |
2,445
+619
| +34% | +$103K | 0.03% | 590 |
|
|
2020
Q4 | $268K | Sell |
1,826
-160
| -8% | -$23.5K | 0.03% | 499 |
|
|
2020
Q3 | $217K | Buy |
+1,986
| New | +$217K | 0.02% | 488 |
|