Lyell Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,000
| Closed | -$206K | – | 135 |
|
|
2019
Q3 | $206K | Buy |
+3,000
| New | +$206K | 0.06% | 116 |
|
|
2019
Q1 | – | Sell |
-30,540
| Closed | -$1.54M | – | 125 |
|
|
2018
Q4 | $1.54M | Sell |
30,540
-20,377
| -40% | -$1.03M | 0.64% | 54 |
|
|
2018
Q3 | $3.4M | Sell |
50,917
-2,738
| -5% | -$183K | 1.15% | 41 |
|
|
2018
Q2 | $3.54M | Buy |
53,655
+475
| +0.9% | +$31.4K | 1.29% | 34 |
|
|
2018
Q1 | $3.62M | Buy |
53,180
+900
| +2% | +$61.2K | 1.34% | 32 |
|
|
2017
Q4 | $3.38M | Buy |
52,280
+550
| +1% | +$35.5K | 1.34% | 31 |
|
|
2017
Q3 | $3.09M | Buy |
51,730
+475
| +0.9% | +$28.4K | 1.34% | 33 |
|
|
2017
Q2 | $2.91M | Buy |
51,255
+7,450
| +17% | +$423K | 1.41% | 31 |
|
|
2017
Q1 | $2.42M | Buy |
43,805
+15,870
| +57% | +$877K | 1.31% | 36 |
|
|
2016
Q4 | $1.53M | Buy |
+27,935
| New | +$1.53M | 0.95% | 48 |
|