HWA
STI
Heritage Wealth Advisors’s SunTrust Banks, Inc. STI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-29,553
| Closed | -$2.03M | – | 729 |
|
|
2019
Q3 | $2.03M | Sell |
29,553
-5,438
| -16% | -$374K | 0.3% | 37 |
|
|
2019
Q2 | $2.2M | Buy |
34,991
+225
| +0.6% | +$14.1K | 0.34% | 36 |
|
|
2019
Q1 | $2.06M | Sell |
34,766
-6,116
| -15% | -$362K | 0.34% | 36 |
|
|
2018
Q4 | $2.06M | Sell |
40,882
-884
| -2% | -$44.6K | 0.4% | 32 |
|
|
2018
Q3 | $2.79M | Buy |
41,766
+5,316
| +15% | +$355K | 0.55% | 24 |
|
|
2018
Q2 | $2.41M | Sell |
36,450
-50
| -0.1% | -$3.3K | 0.9% | 20 |
|
|
2018
Q1 | $2.48M | Buy |
36,500
+19
| +0.1% | +$1.29K | 1.03% | 18 |
|
|
2017
Q4 | $2.36M | Sell |
36,481
-1,550
| -4% | -$100K | 1.01% | 16 |
|
|
2017
Q3 | $2.27M | Buy |
38,031
+201
| +0.5% | +$12K | 1.14% | 16 |
|
|
2017
Q2 | $2.15M | Hold |
37,830
| – | – | 1.11% | 16 |
|
|
2017
Q1 | $2.09M | Buy |
37,830
+15,184
| +67% | +$840K | 1.13% | 16 |
|
|
2016
Q4 | $1.24M | Sell |
22,646
-691
| -3% | -$37.9K | 0.81% | 23 |
|
|
2016
Q3 | $1.02M | Sell |
23,337
-159
| -0.7% | -$6.96K | 0.71% | 22 |
|
|
2016
Q2 | $965K | Hold |
23,496
| – | – | 0.65% | 22 |
|
|
2016
Q1 | $848K | Hold |
23,496
| – | – | 0.66% | 21 |
|
|
2015
Q4 | $1.01M | Hold |
23,496
| – | – | 0.85% | 19 |
|
|
2015
Q3 | $899K | Buy |
23,496
+8,888
| +61% | +$340K | 0.77% | 18 |
|
|
2015
Q2 | $628K | Hold |
14,608
| – | – | 0.52% | 34 |
|
|
2015
Q1 | $600K | Hold |
14,608
| – | – | 0.5% | 37 |
|
|
2014
Q4 | $611K | Buy |
14,608
+688
| +5% | +$28.8K | 0.55% | 34 |
|
|
2014
Q3 | $529K | Buy |
13,920
+162
| +1% | +$6.16K | 0.55% | 37 |
|
|
2014
Q2 | $551K | Hold |
13,758
| – | – | 0.59% | 35 |
|
|
2014
Q1 | $548K | Hold |
13,758
| – | – | 0.63% | 33 |
|
|
2013
Q4 | $506K | Buy |
+13,758
| New | +$506K | 0.64% | 31 |
|