Rehmann Capital Advisory Group’s Signature Bank SBNY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,013
Closed -$462K 581
2022
Q4
$462K Sell
4,013
-537
-12% -$61.9K 0.05% 305
2022
Q3
$687K Buy
4,550
+184
+4% +$27.8K 0.08% 228
2022
Q2
$782K Buy
4,366
+257
+6% +$46.1K 0.09% 202
2022
Q1
$1.21M Buy
4,109
+176
+4% +$51.7K 0.11% 155
2021
Q4
$1.27M Buy
3,933
+106
+3% +$34.3K 0.12% 159
2021
Q3
$1.04M Buy
+3,827
New +$1.04M 0.1% 178
2019
Q3
$2.27K Hold
19
﹤0.01% 1395
2019
Q2
$2.3K Hold
19
﹤0.01% 1752
2019
Q1
$2.43K Hold
19
﹤0.01% 1706
2018
Q4
$1.95K Hold
19
﹤0.01% 1472
2018
Q3
$2.18K Hold
19
﹤0.01% 1774
2018
Q2
$2.43K Sell
19
-6
-24% -$767 ﹤0.01% 1743
2018
Q1
$4K Buy
+25
New +$4K ﹤0.01% 1606