Lee Financial’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
Q2 | – | Sell |
-44
| Closed | -$616 | – | 852 |
|
|
2023
Q1 | $616 | Sell |
44
-2
| -4% | -$28 | ﹤0.01% | 751 |
|
|
2022
Q4 | $5.61K | Hold |
46
| – | – | ﹤0.01% | 540 |
|
|
2022
Q3 | $6K | Sell |
46
-15
| -25% | -$1.96K | ﹤0.01% | 522 |
|
|
2022
Q2 | $8K | Buy |
+61
| New | +$8K | ﹤0.01% | 496 |
|
|
2022
Q1 | – | Sell |
-94
| Closed | -$19K | – | 997 |
|
|
2021
Q4 | $19K | Buy |
94
+82
| +683% | +$16.6K | ﹤0.01% | 387 |
|
|
2021
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 659 |
|
|
2021
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 640 |
|
|
2017
Q3 | – | Sell |
-120
| Closed | -$12K | – | 543 |
|
|
2017
Q2 | $12K | Sell |
120
-30
| -20% | -$3K | ﹤0.01% | 302 |
|
|
2017
Q1 | $14K | Hold |
150
| – | – | 0.01% | 241 |
|
|
2016
Q4 | $14K | Buy |
+150
| New | +$14K | 0.01% | 252 |
|