HBK Sorce Advisory’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 |
-3,872
| Closed | -$266K | – | 454 |
|
2019
Q3 | $266K | Sell |
3,872
-814
| -17% | -$55.9K | 0.03% | 346 |
|
2019
Q2 | $295K | Sell |
4,686
-2,361
| -34% | -$149K | 0.03% | 327 |
|
2019
Q1 | $418K | Sell |
7,047
-251
| -3% | -$14.9K | 0.04% | 272 |
|
2018
Q4 | $368K | Sell |
7,298
-701
| -9% | -$35.3K | 0.04% | 263 |
|
2018
Q3 | $534K | Buy |
7,999
+217
| +3% | +$14.5K | 0.06% | 208 |
|
2018
Q2 | $514K | Sell |
7,782
-495
| -6% | -$32.7K | 0.06% | 222 |
|
2018
Q1 | $563K | Buy |
8,277
+789
| +11% | +$53.7K | 0.07% | 192 |
|
2017
Q4 | $484K | Buy |
7,488
+44
| +0.6% | +$2.84K | 0.06% | 227 |
|
2017
Q3 | $445K | Buy |
7,444
+2,705
| +57% | +$162K | 0.07% | 186 |
|
2017
Q2 | $269K | Hold |
4,739
| – | – | 0.04% | 251 |
|
2017
Q1 | $262K | Buy |
+4,739
| New | +$262K | 0.04% | 136 |
|