IFP Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-295
| Closed | -$163 | – | 3625 |
|
|
2023
Q2 | $163 | Buy |
295
+269
| +1,035% | +$149 | ﹤0.01% | 3330 |
|
|
2023
Q1 | $2.64K | Sell |
26
-118
| -82% | -$12K | ﹤0.01% | 2805 |
|
|
2022
Q4 | $22K | Sell |
144
-221
| -61% | -$33.8K | ﹤0.01% | 2832 |
|
|
2022
Q3 | $46K | Buy |
365
+31
| +9% | +$3.91K | ﹤0.01% | 2440 |
|
|
2022
Q2 | $43K | Hold |
334
| – | – | ﹤0.01% | 2276 |
|
|
2022
Q1 | $43K | Buy |
334
+178
| +114% | +$22.9K | ﹤0.01% | 2276 |
|
|
2021
Q4 | $32K | Buy |
156
+6
| +4% | +$1.23K | ﹤0.01% | 1715 |
|
|
2021
Q3 | $30K | Buy |
150
+29
| +24% | +$5.8K | ﹤0.01% | 1756 |
|
|
2021
Q2 | $23K | Sell |
121
-28
| -19% | -$5.32K | ﹤0.01% | 1879 |
|
|
2021
Q1 | $29K | Sell |
149
-26
| -15% | -$5.06K | ﹤0.01% | 1687 |
|
|
2020
Q4 | $24K | Buy |
175
+74
| +73% | +$10.1K | ﹤0.01% | 1737 |
|
|
2020
Q3 | $10K | Hold |
101
| – | – | ﹤0.01% | 1913 |
|
|
2020
Q2 | $10K | Sell |
101
-11
| -10% | -$1.09K | ﹤0.01% | 1831 |
|
|
2020
Q1 | $9K | Sell |
112
-30
| -21% | -$2.41K | ﹤0.01% | 1827 |
|
|
2019
Q4 | $17K | Hold |
142
| – | – | ﹤0.01% | 1705 |
|
|
2019
Q3 | $13K | Buy |
+142
| New | +$13K | ﹤0.01% | 1958 |
|
|
2019
Q1 | – | Sell |
-392
| Closed | -$34K | – | 3587 |
|
|
2018
Q4 | $34K | Buy |
392
+70
| +22% | +$6.07K | ﹤0.01% | 1820 |
|
|
2018
Q3 | $31K | Sell |
322
-61
| -16% | -$5.87K | ﹤0.01% | 2175 |
|
|
2018
Q2 | $37K | Sell |
383
-66
| -15% | -$6.38K | ﹤0.01% | 2079 |
|
|
2018
Q1 | $39K | Hold |
449
| – | – | ﹤0.01% | 1969 |
|
|
2017
Q4 | $39K | Buy |
449
+92
| +26% | +$7.99K | ﹤0.01% | 1964 |
|
|
2017
Q3 | $37K | Sell |
357
-163
| -31% | -$16.9K | ﹤0.01% | 2173 |
|
|
2017
Q2 | $52K | Sell |
520
-1,102
| -68% | -$110K | ﹤0.01% | 1932 |
|
|
2017
Q1 | $152K | Sell |
1,622
-269
| -14% | -$25.2K | 0.01% | 1258 |
|
|
2016
Q4 | $174K | Buy |
1,891
+215
| +13% | +$19.8K | 0.01% | 1121 |
|
|
2016
Q3 | $129K | Sell |
1,676
-5
| -0.3% | -$385 | 0.01% | 1221 |
|
|
2016
Q2 | $118K | Buy |
+1,681
| New | +$118K | 0.01% | 1235 |
|
|
2016
Q1 | – | Sell |
-1,734
| Closed | -$115K | – | 3618 |
|
|
2015
Q4 | $115K | Buy |
+1,734
| New | +$115K | 0.01% | 1101 |
|