Geneos Wealth 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
Q2 | – | Sell |
-95
| Closed | -$1.33K | – | 2140 |
|
|
2023
Q1 | $1.33K | Buy |
+95
| New | +$1.33K | ﹤0.01% | 1961 |
|
|
2021
Q1 | – | Sell |
-82
| Closed | -$13K | – | 3162 |
|
|
2020
Q4 | $13K | Sell |
82
-180
| -69% | -$28.5K | ﹤0.01% | 2129 |
|
|
2020
Q3 | $27K | Hold |
262
| – | – | ﹤0.01% | 1523 |
|
|
2020
Q2 | $27K | Hold |
262
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q1 | $21K | Hold |
262
| – | – | ﹤0.01% | 1503 |
|
|
2019
Q4 | $30K | Sell |
262
-11
| -4% | -$1.26K | ﹤0.01% | 1513 |
|
|
2019
Q3 | $26K | Buy |
273
+6
| +2% | +$571 | ﹤0.01% | 1497 |
|
|
2019
Q2 | $26K | Sell |
267
-36
| -12% | -$3.51K | ﹤0.01% | 1516 |
|
|
2019
Q1 | $30K | Hold |
303
| – | – | ﹤0.01% | 1389 |
|
|
2018
Q4 | $26K | Sell |
303
-105
| -26% | -$9.01K | ﹤0.01% | 1393 |
|
|
2018
Q3 | $39K | Buy |
408
+372
| +1,033% | +$35.6K | ﹤0.01% | 1291 |
|
|
2018
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 2072 |
|
|
2018
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 1991 |
|
|
2017
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 1979 |
|
|
2017
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 1928 |
|
|
2017
Q2 | $3K | Sell |
36
-13
| -27% | -$1.08K | ﹤0.01% | 1882 |
|
|
2017
Q1 | $4K | Sell |
49
-111
| -69% | -$9.06K | ﹤0.01% | 1768 |
|
|
2016
Q4 | $14K | Sell |
160
-1
| -0.6% | -$88 | ﹤0.01% | 1337 |
|
|
2016
Q3 | $12K | Buy |
161
+89
| +124% | +$6.63K | ﹤0.01% | 1319 |
|
|
2016
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 1595 |
|
|
2016
Q1 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 1574 |
|