Gideon Capital Advisors’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,691
| Closed | -$798K | – | 423 |
|
|
2019
Q3 | $798K | Buy |
+6,691
| New | +$798K | 0.26% | 128 |
|
|
2019
Q1 | – | Sell |
-16,286
| Closed | -$1.67M | – | 568 |
|
|
2018
Q4 | $1.67M | Buy |
+16,286
| New | +$1.67M | 0.68% | 31 |
|
|
2018
Q2 | – | Sell |
-3,663
| Closed | -$520K | – | 531 |
|
|
2018
Q1 | $520K | Buy |
+3,663
| New | +$520K | 0.32% | 111 |
|
|
2016
Q4 | – | Sell |
-11,772
| Closed | -$1.39M | – | 500 |
|
|
2016
Q3 | $1.39M | Sell |
11,772
-2,335
| -17% | -$277K | 0.84% | 37 |
|
|
2016
Q2 | $1.76M | Sell |
14,107
-3,177
| -18% | -$397K | 1.03% | 24 |
|
|
2016
Q1 | $2.35M | Buy |
+17,284
| New | +$2.35M | 2.94% | 1 |
|
|
2015
Q2 | – | Sell |
-1,724
| Closed | -$223K | – | 355 |
|
|
2015
Q1 | $223K | Buy |
+1,724
| New | +$223K | 0.09% | 203 |
|
|
2014
Q4 | – | Sell |
-9,038
| Closed | -$1.01M | – | 369 |
|
|
2014
Q3 | $1.01M | Buy |
+9,038
| New | +$1.01M | 0.39% | 85 |
|
|
2014
Q1 | – | Sell |
-3,725
| Closed | -$400K | – | 315 |
|
|
2013
Q4 | $400K | Buy |
+3,725
| New | +$400K | 0.24% | 120 |
|