MLL
SBNY
Moody Lynn & Lieberson’s Signature Bank SBNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,805
| Closed | -$530K | – | 245 |
|
|
2022
Q1 | $530K | Buy |
1,805
+19
| +1% | +$5.58K | 0.04% | 148 |
|
|
2021
Q4 | $578K | Buy |
1,786
+5
| +0.3% | +$1.62K | 0.04% | 158 |
|
|
2021
Q3 | $485K | Hold |
1,781
| – | – | 0.04% | 159 |
|
|
2021
Q2 | $438K | Hold |
1,781
| – | – | 0.03% | 163 |
|
|
2021
Q1 | $403K | Buy |
+1,781
| New | +$403K | 0.03% | 172 |
|
|
2016
Q4 | – | Sell |
-3,492
| Closed | -$414K | – | 191 |
|
|
2016
Q3 | $414K | Sell |
3,492
-131
| -4% | -$15.5K | 0.07% | 126 |
|
|
2016
Q2 | $453K | Buy |
3,623
+35
| +1% | +$4.38K | 0.08% | 107 |
|
|
2016
Q1 | $488K | Sell |
3,588
-94
| -3% | -$12.8K | 0.08% | 110 |
|
|
2015
Q4 | $565K | Buy |
3,682
+61
| +2% | +$9.36K | 0.09% | 111 |
|
|
2015
Q3 | $498K | Buy |
3,621
+533
| +17% | +$73.3K | 0.1% | 106 |
|
|
2015
Q2 | $452K | Buy |
3,088
+88
| +3% | +$12.9K | 0.07% | 120 |
|
|
2015
Q1 | $389K | Buy |
3,000
+41
| +1% | +$5.32K | 0.06% | 124 |
|
|
2014
Q4 | $373K | Sell |
2,959
-115
| -4% | -$14.5K | 0.05% | 138 |
|
|
2014
Q3 | $344K | Hold |
3,074
| – | – | 0.05% | 137 |
|
|
2014
Q2 | $388K | Sell |
3,074
-84
| -3% | -$10.6K | 0.05% | 133 |
|
|
2014
Q1 | $397K | Sell |
3,158
-34
| -1% | -$4.27K | 0.06% | 135 |
|
|
2013
Q4 | $343K | Sell |
3,192
-17
| -0.5% | -$1.83K | 0.05% | 148 |
|
|
2013
Q3 | $294K | Buy |
3,209
+174
| +6% | +$15.9K | 0.05% | 144 |
|
|
2013
Q2 | $252K | Buy |
+3,035
| New | +$252K | 0.04% | 135 |
|