Plante Moran Financial Advisors’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 |
-659
| Closed | -$45K | – | 955 |
|
|
2019
Q3 | $45K | Buy |
659
+230
| +54% | +$15.7K | 0.01% | 362 |
|
|
2019
Q2 | $27K | Buy |
429
+4
| +0.9% | +$252 | 0.01% | 441 |
|
|
2019
Q1 | $25K | Buy |
+425
| New | +$25K | 0.01% | 443 |
|
|
2018
Q3 | – | Sell |
-486
| Closed | -$32K | – | 877 |
|
|
2018
Q2 | $32K | Sell |
486
-366
| -43% | -$24.1K | 0.02% | 409 |
|
|
2018
Q1 | $58K | Buy |
852
+33
| +4% | +$2.25K | 0.03% | 319 |
|
|
2017
Q4 | $53K | Buy |
819
+271
| +49% | +$17.5K | 0.03% | 340 |
|
|
2017
Q3 | $33K | Buy |
548
+12
| +2% | +$723 | 0.02% | 393 |
|
|
2017
Q2 | $30K | Buy |
536
+16
| +3% | +$896 | 0.02% | 410 |
|
|
2017
Q1 | $29K | Buy |
520
+1
| +0.2% | +$56 | 0.02% | 410 |
|
|
2016
Q4 | $28K | Buy |
519
+2
| +0.4% | +$108 | 0.02% | 425 |
|
|
2016
Q3 | $23K | Buy |
517
+23
| +5% | +$1.02K | 0.02% | 469 |
|
|
2016
Q2 | $20K | Buy |
494
+20
| +4% | +$810 | 0.01% | 433 |
|
|
2016
Q1 | $17K | Buy |
474
+2
| +0.4% | +$72 | 0.01% | 403 |
|
|
2015
Q4 | $20K | Buy |
472
+1
| +0.2% | +$42 | 0.02% | 451 |
|
|
2015
Q3 | $18K | Sell |
471
-16
| -3% | -$611 | 0.01% | 396 |
|
|
2015
Q2 | $21K | Buy |
487
+2
| +0.4% | +$86 | 0.02% | 414 |
|
|
2015
Q1 | $20K | Buy |
485
+1
| +0.2% | +$41 | 0.01% | 408 |
|
|
2014
Q4 | $20K | Buy |
484
+24
| +5% | +$992 | 0.01% | 408 |
|
|
2014
Q3 | $17K | Sell |
460
-53
| -10% | -$1.96K | 0.01% | 436 |
|
|
2014
Q2 | $21K | Buy |
513
+220
| +75% | +$9.01K | 0.02% | 377 |
|
|
2014
Q1 | $12K | Sell |
293
-1,780
| -86% | -$72.9K | 0.01% | 334 |
|
|
2013
Q4 | $76K | Buy |
2,073
+1,794
| +643% | +$65.8K | 0.04% | 176 |
|
|
2013
Q3 | $9K | Buy |
279
+68
| +32% | +$2.19K | 0.01% | 411 |
|
|
2013
Q2 | $7K | Buy |
+211
| New | +$7K | 0.01% | 415 |
|