IFP Advisors’s Sterling Bancorp STL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5845 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5657 |
|
|
2021
Q1 | – | Sell |
-4,459
| Closed | -$80K | – | 5471 |
|
|
2020
Q4 | $80K | Sell |
4,459
-85
| -2% | -$1.53K | ﹤0.01% | 1242 |
|
|
2020
Q3 | $48K | Buy |
+4,544
| New | +$48K | ﹤0.01% | 1310 |
|
|
2020
Q2 | – | Sell |
-144
| Closed | -$1K | – | 4747 |
|
|
2020
Q1 | $1K | Sell |
144
-8
| -5% | -$56 | ﹤0.01% | 2653 |
|
|
2019
Q4 | $3K | Hold |
152
| – | – | ﹤0.01% | 2435 |
|
|
2019
Q3 | $3K | Buy |
+152
| New | +$3K | ﹤0.01% | 2615 |
|
|
2019
Q1 | – | Sell |
-464
| Closed | -$8K | – | 3994 |
|
|
2018
Q4 | $8K | Sell |
464
-242
| -34% | -$4.17K | ﹤0.01% | 2612 |
|
|
2018
Q3 | $16K | Buy |
706
+37
| +6% | +$839 | ﹤0.01% | 2578 |
|
|
2018
Q2 | $16K | Buy |
669
+167
| +33% | +$3.99K | ﹤0.01% | 2595 |
|
|
2018
Q1 | $12K | Hold |
502
| – | – | ﹤0.01% | 2708 |
|
|
2017
Q4 | $12K | Hold |
502
| – | – | ﹤0.01% | 2704 |
|
|
2017
Q3 | $12K | Sell |
502
-18
| -3% | -$430 | ﹤0.01% | 2911 |
|
|
2017
Q2 | $12K | Buy |
520
+291
| +127% | +$6.72K | ﹤0.01% | 2902 |
|
|
2017
Q1 | $5K | Hold |
229
| – | – | ﹤0.01% | 3344 |
|
|
2016
Q4 | $5K | Sell |
229
-24
| -9% | -$524 | ﹤0.01% | 3338 |
|
|
2016
Q3 | $4K | Buy |
253
+229
| +954% | +$3.62K | ﹤0.01% | 3397 |
|
|
2016
Q2 | $0 | Buy |
+24
| New | – | ﹤0.01% | 4510 |
|
|
2016
Q1 | – | Sell |
-70
| Closed | -$1K | – | 4590 |
|
|
2015
Q4 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 3681 |
|