Laurie J. Hall Trustee’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 |
-750
| Closed | -$91K | – | 338 |
|
|
2022
Q4 | $91K | Buy |
+750
| New | +$91K | 0.04% | 140 |
|
|
2021
Q4 | – | Sell |
-750
| Closed | -$145K | – | 334 |
|
|
2021
Q3 | $145K | Hold |
750
| – | – | 0.06% | 130 |
|
|
2021
Q2 | $140K | Hold |
750
| – | – | 0.05% | 133 |
|
|
2021
Q1 | $125K | Hold |
750
| – | – | 0.05% | 138 |
|
|
2020
Q4 | $110K | Hold |
750
| – | – | 0.04% | 143 |
|
|
2020
Q3 | $82K | Buy |
+750
| New | +$82K | 0.04% | 150 |
|
|
2019
Q4 | $88K | Hold |
750
| – | – | 0.04% | 147 |
|
|
2019
Q3 | $73K | Hold |
750
| – | – | 0.04% | 160 |
|
|
2019
Q2 | $73K | Buy |
750
+100
| +15% | +$9.73K | 0.04% | 157 |
|
|
2019
Q1 | $65K | Buy |
650
+400
| +160% | +$40K | 0.03% | 166 |
|
|
2018
Q4 | $25K | Hold |
250
| – | – | 0.01% | 207 |
|
|
2018
Q3 | $24K | Buy |
+250
| New | +$24K | 0.01% | 236 |
|