Lenox Wealth Advisors’s SunTrust Banks, Inc. STI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-116
| Closed | -$8K | – | 543 |
|
|
2018
Q2 | $8K | Hold |
116
| – | – | ﹤0.01% | 408 |
|
|
2018
Q1 | $8K | Buy |
+116
| New | +$8K | ﹤0.01% | 388 |
|
|
2016
Q1 | – | Sell |
-103
| Closed | -$4K | – | 440 |
|
|
2015
Q4 | $4K | Sell |
103
-49
| -32% | -$1.9K | ﹤0.01% | 267 |
|
|
2015
Q3 | $6K | Hold |
152
| – | – | ﹤0.01% | 238 |
|
|
2015
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 185 |
|
|
2015
Q1 | $6K | Hold |
152
| – | – | ﹤0.01% | 221 |
|
|
2014
Q4 | $6K | Sell |
152
-152
| -50% | -$6K | ﹤0.01% | 224 |
|
|
2014
Q3 | $12K | Hold |
304
| – | – | 0.01% | 166 |
|
|
2014
Q2 | $12K | Buy |
304
+152
| +100% | +$6K | 0.01% | 140 |
|
|
2014
Q1 | $6K | Sell |
152
-71
| -32% | -$2.8K | ﹤0.01% | 161 |
|
|
2013
Q4 | $8K | Buy |
223
+71
| +47% | +$2.55K | 0.01% | 197 |
|
|
2013
Q3 | $5K | Hold |
152
| – | – | ﹤0.01% | 175 |
|
|
2013
Q2 | $5K | Buy |
+152
| New | +$5K | 0.01% | 193 |
|