Jones Financial Companies’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32
| Closed | -$4K | – | 811 |
|
|
2022
Q4 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 575 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | -$1K | – | 764 |
|
|
2022
Q2 | $1K | Sell |
7
-44
| -86% | -$6.29K | ﹤0.01% | 700 |
|
|
2022
Q1 | $8K | Sell |
51
-33
| -39% | -$5.18K | ﹤0.01% | 536 |
|
|
2021
Q4 | $17K | Hold |
84
| – | – | ﹤0.01% | 489 |
|
|
2021
Q3 | $16K | Hold |
84
| – | – | ﹤0.01% | 444 |
|
|
2021
Q2 | $16K | Buy |
84
+28
| +50% | +$5.33K | ﹤0.01% | 428 |
|
|
2021
Q1 | $9K | Sell |
56
-278
| -83% | -$44.7K | ﹤0.01% | 552 |
|
|
2020
Q4 | $49K | Buy |
+334
| New | +$49K | ﹤0.01% | 293 |
|