IFP Advisors’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-79
| Closed | -$11.8K | – | 3632 |
|
|
2023
Q1 | $11.8K | Sell |
79
-5,764
| -99% | -$694K | ﹤0.01% | 2229 |
|
|
2022
Q4 | $839K | Buy |
5,843
+249
| +4% | +$34.2K | 0.02% | 683 |
|
|
2022
Q3 | $808K | Buy |
5,594
+5,453
| +3,867% | +$991K | 0.02% | 718 |
|
|
2022
Q2 | $27K | Hold |
141
| – | – | ﹤0.01% | 2625 |
|
|
2022
Q1 | $27K | Sell |
141
-177
| -56% | -$57.5K | ﹤0.01% | 2625 |
|
|
2021
Q4 | $104K | Buy |
318
+216
| +212% | +$67.3K | ﹤0.01% | 1250 |
|
|
2021
Q3 | $28K | Buy |
102
+92
| +920% | +$23.1K | ﹤0.01% | 1846 |
|
|
2021
Q2 | $2K | Buy |
+10
| New | +$2.43K | ﹤0.01% | 2821 |
|
|
2021
Q1 | – | Sell |
-16
| Closed | -$3.15K | – | 5402 |
|
|
2020
Q4 | $2K | Buy |
+16
| New | +$1.67K | ﹤0.01% | 2692 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4931 |
|
|
2020
Q2 | – | Sell |
-85
| Closed | -$8.37K | – | 4681 |
|
|
2020
Q1 | $7K | Sell |
85
-41
| -33% | -$5.15K | ﹤0.01% | 1969 |
|
|
2019
Q4 | $17K | Hold |
126
| – | – | ﹤0.01% | 1709 |
|
|
2019
Q3 | $15K | Buy |
+126
| New | +$15.2K | ﹤0.01% | 1896 |
|
|
2019
Q1 | – | Sell |
-186
| Closed | -$19K | – | 3991 |
|
|
2018
Q4 | $19K | Sell |
186
-417
| -69% | -$46.9K | ﹤0.01% | 2183 |
|
|
2018
Q3 | $69K | Buy |
603
+3
| +0.5% | +$353 | ﹤0.01% | 1711 |
|
|
2018
Q2 | $77K | Buy |
600
+118
| +24% | +$15.5K | ﹤0.01% | 1650 |
|
|
2018
Q1 | $66K | Hold |
482
| – | – | ﹤0.01% | 1649 |
|
|
2017
Q4 | $66K | Sell |
482
-2,601
| -84% | -$343K | ﹤0.01% | 1666 |
|
|
2017
Q3 | $395K | Sell |
3,083
-45
| -1% | -$5.91K | 0.02% | 786 |
|
|
2017
Q2 | $449K | Buy |
3,128
+45
| +1% | +$6.38K | 0.02% | 721 |
|
|
2017
Q1 | $457K | Sell |
3,083
-263
| -8% | -$40.7K | 0.02% | 728 |
|
|
2016
Q4 | $503K | Sell |
3,346
-154
| -4% | -$21K | 0.02% | 614 |
|
|
2016
Q3 | $415K | Buy |
3,500
+21
| +0.6% | +$2.53K | 0.02% | 643 |
|
|
2016
Q2 | $435K | Buy |
+3,479
| New | +$465K | 0.02% | 598 |
|
|
2016
Q1 | – | Sell |
-508
| Closed | -$78K | – | 4426 |
|
|
2015
Q4 | $78K | Buy |
+508
| New | +$76.7K | 0.01% | 1324 |
|
Other funds holding SBNY
FCA
TAM
MAM
LTI
TCOV
