Mark Sheptoff Financial Planning’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
Q3 | – | Sell |
-59
| Closed | -$4K | – | 405 |
|
|
2019
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 305 |
|
|
2019
Q1 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 320 |
|
|
2016
Q2 | – | Sell |
-1,800
| Closed | -$65K | – | 382 |
|
|
2016
Q1 | $65K | Sell |
1,800
-2,700
| -60% | -$97.5K | 0.05% | 136 |
|
|
2015
Q4 | $193K | Sell |
4,500
-69
| -2% | -$2.96K | 0.16% | 91 |
|
|
2015
Q3 | $175K | Buy |
4,569
+69
| +2% | +$2.64K | 0.15% | 99 |
|
|
2015
Q2 | $194K | Sell |
4,500
-3,609
| -45% | -$156K | 0.16% | 102 |
|
|
2015
Q1 | $333K | Sell |
8,109
-3,305
| -29% | -$136K | 0.28% | 76 |
|
|
2014
Q4 | $478K | Buy |
11,414
+3
| +0% | +$126 | 0.42% | 59 |
|
|
2014
Q3 | $434K | Sell |
11,411
-7,997
| -41% | -$304K | 0.38% | 69 |
|
|
2014
Q2 | $777K | Sell |
19,408
-5,197
| -21% | -$208K | 0.66% | 45 |
|
|
2014
Q1 | $979K | Buy |
+24,605
| New | +$979K | 0.87% | 34 |
|