Lee Financial’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-95
| Closed | -$10.9K | – | 988 |
|
|
2022
Q4 | $10.9K | Sell |
95
-11
| -10% | -$1.27K | ﹤0.01% | 445 |
|
|
2022
Q3 | $16K | Sell |
106
-1
| -0.9% | -$151 | ﹤0.01% | 364 |
|
|
2022
Q2 | $19K | Hold |
107
| – | – | ﹤0.01% | 344 |
|
|
2022
Q1 | $32K | Sell |
107
-39
| -27% | -$11.7K | 0.01% | 283 |
|
|
2021
Q4 | $47K | Buy |
146
+19
| +15% | +$6.12K | 0.01% | 263 |
|
|
2021
Q3 | $35K | Hold |
127
| – | – | 0.01% | 265 |
|
|
2021
Q2 | $31K | Buy |
127
+12
| +10% | +$2.93K | 0.01% | 272 |
|
|
2021
Q1 | $26K | Hold |
115
| – | – | 0.01% | 276 |
|
|
2020
Q4 | $16K | Hold |
115
| – | – | ﹤0.01% | 324 |
|
|
2020
Q3 | $10K | Hold |
115
| – | – | ﹤0.01% | 407 |
|
|
2020
Q2 | $12K | Buy |
115
+20
| +21% | +$2.09K | ﹤0.01% | 349 |
|
|
2020
Q1 | $8K | Hold |
95
| – | – | ﹤0.01% | 335 |
|
|
2019
Q4 | $13K | Hold |
95
| – | – | ﹤0.01% | 313 |
|
|
2019
Q3 | $11K | Hold |
95
| – | – | ﹤0.01% | 334 |
|
|
2019
Q2 | $11K | Hold |
95
| – | – | ﹤0.01% | 345 |
|
|
2019
Q1 | $12K | Hold |
95
| – | – | ﹤0.01% | 319 |
|
|
2018
Q4 | $10K | Buy |
95
+5
| +6% | +$526 | ﹤0.01% | 291 |
|
|
2018
Q3 | $10K | Hold |
90
| – | – | ﹤0.01% | 337 |
|
|
2018
Q2 | $12K | Hold |
90
| – | – | ﹤0.01% | 451 |
|
|
2018
Q1 | $13K | Hold |
90
| – | – | ﹤0.01% | 429 |
|
|
2017
Q4 | $12K | Hold |
90
| – | – | ﹤0.01% | 305 |
|
|
2017
Q3 | $12K | Buy |
90
+30
| +50% | +$4K | ﹤0.01% | 314 |
|
|
2017
Q2 | $9K | Buy |
60
+15
| +33% | +$2.25K | ﹤0.01% | 351 |
|
|
2017
Q1 | $7K | Hold |
45
| – | – | ﹤0.01% | 332 |
|
|
2016
Q4 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 350 |
|