LWCFA
STI
Loring Wolcott & Coolidge Fiduciary Advisors’s SunTrust Banks, Inc. STI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-2,565
| Closed | -$176K | – | 739 |
|
2019
Q3 | $176K | Hold |
2,565
| – | – | ﹤0.01% | 274 |
|
2019
Q2 | $161K | Hold |
2,565
| – | – | ﹤0.01% | 280 |
|
2019
Q1 | $152K | Sell |
2,565
-42
| -2% | -$2.49K | ﹤0.01% | 279 |
|
2018
Q4 | $131K | Buy |
2,607
+42
| +2% | +$2.11K | ﹤0.01% | 293 |
|
2018
Q3 | $171K | Sell |
2,565
-70
| -3% | -$4.67K | ﹤0.01% | 280 |
|
2018
Q2 | $174K | Hold |
2,635
| – | – | ﹤0.01% | 285 |
|
2018
Q1 | $179K | Hold |
2,635
| – | – | ﹤0.01% | 289 |
|
2017
Q4 | $170K | Sell |
2,635
-112
| -4% | -$7.23K | ﹤0.01% | 302 |
|
2017
Q3 | $164K | Buy |
2,747
+12
| +0.4% | +$716 | ﹤0.01% | 299 |
|
2017
Q2 | $157K | Sell |
2,735
-280
| -9% | -$16.1K | ﹤0.01% | 300 |
|
2017
Q1 | $167K | Hold |
3,015
| – | – | ﹤0.01% | 289 |
|
2016
Q4 | $165K | Hold |
3,015
| – | – | ﹤0.01% | 286 |
|
2016
Q3 | $132K | Hold |
3,015
| – | – | ﹤0.01% | 309 |
|
2016
Q2 | $124K | Sell |
3,015
-390
| -11% | -$16K | ﹤0.01% | 308 |
|
2016
Q1 | $123K | Hold |
3,405
| – | – | ﹤0.01% | 297 |
|
2015
Q4 | $146K | Sell |
3,405
-114
| -3% | -$4.89K | ﹤0.01% | 298 |
|
2015
Q3 | $151K | Hold |
3,519
| – | – | ﹤0.01% | 306 |
|
2015
Q2 | $151K | Sell |
3,519
-520
| -13% | -$22.3K | ﹤0.01% | 306 |
|
2015
Q1 | $166K | Hold |
4,039
| – | – | ﹤0.01% | 307 |
|
2014
Q4 | $169K | Sell |
4,039
-600
| -13% | -$25.1K | ﹤0.01% | 300 |
|
2014
Q3 | $176K | Buy |
4,639
+600
| +15% | +$22.8K | ﹤0.01% | 283 |
|
2014
Q2 | $162K | Hold |
4,039
| – | – | ﹤0.01% | 298 |
|
2014
Q1 | $161K | Hold |
4,039
| – | – | ﹤0.01% | 284 |
|
2013
Q4 | $149K | Sell |
4,039
-29
| -0.7% | -$1.07K | ﹤0.01% | 287 |
|
2013
Q3 | $132K | Sell |
4,068
-1,000
| -20% | -$32.4K | ﹤0.01% | 282 |
|
2013
Q2 | $160K | Buy |
+5,068
| New | +$160K | 0.01% | 277 |
|