Lido Advisors’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 |
-14,140
| Closed | -$198K | – | 1127 |
|
|
2023
Q1 | $198K | Buy |
+14,140
| New | +$198K | ﹤0.01% | 912 |
|
|
2022
Q2 | – | Sell |
-2,085
| Closed | -$337K | – | 965 |
|
|
2022
Q1 | $337K | Buy |
2,085
+4
| +0.2% | +$647 | ﹤0.01% | 681 |
|
|
2021
Q4 | $429K | Sell |
2,081
-39
| -2% | -$8.04K | ﹤0.01% | 583 |
|
|
2021
Q3 | $408K | Buy |
2,120
+86
| +4% | +$16.6K | 0.01% | 575 |
|
|
2021
Q2 | $381K | Buy |
2,034
+61
| +3% | +$11.4K | 0.01% | 539 |
|
|
2021
Q1 | $329K | Sell |
1,973
-143
| -7% | -$23.8K | 0.01% | 548 |
|
|
2020
Q4 | $310K | Buy |
2,116
+32
| +2% | +$4.69K | 0.01% | 540 |
|
|
2020
Q3 | $227K | Buy |
2,084
+57
| +3% | +$6.21K | 0.01% | 483 |
|
|
2020
Q2 | $215K | Buy |
+2,027
| New | +$215K | 0.01% | 459 |
|
|
2020
Q1 | – | Sell |
-1,978
| Closed | -$232K | – | 631 |
|
|
2019
Q4 | $232K | Buy |
+1,978
| New | +$232K | 0.01% | 522 |
|
|
2019
Q2 | – | Sell |
-2,097
| Closed | -$210K | – | 535 |
|
|
2019
Q1 | $210K | Buy |
+2,097
| New | +$210K | 0.01% | 443 |
|