Reilly Financial Advisors’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $19.1M | Buy |
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|
2021
Q3 | $17.5M | Buy |
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|
2021
Q2 | $16.6M | Buy |
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|
2021
Q1 | $14.6M | Sell |
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|
2020
Q4 | $12.9M | Sell |
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|
2020
Q3 | $9.61M | Sell |
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|
2020
Q2 | $11.3M | Buy |
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|
2020
Q1 | $8.67M | Buy |
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|
2019
Q4 | $12.1M | Sell |
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|
2019
Q3 | $10.6M | Buy |
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|
2019
Q2 | $10.7M | Sell |
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|
2019
Q1 | $11.1M | Sell |
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|
2018
Q4 | $9.62M | Sell |
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|
2018
Q3 | $10.9M | Hold |
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|
2018
Q2 | $11M | Sell |
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|
2018
Q1 | $10.9M | Buy |
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|
2017
Q4 | $9.8M | Sell |
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|
2017
Q3 | $12M | Sell |
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|
2017
Q2 | $11.5M | Buy |
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|
2017
Q1 | $10.7M | Buy |
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|
2016
Q4 | $10.5M | Sell |
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|
2016
Q3 | $9.3M | Sell |
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|
2016
Q2 | $8.48M | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $8M | Buy |
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|
2015
Q2 | $7.92M | Buy |
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|
2015
Q1 | $7.08M | Buy |
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|
2014
Q4 | $6.27M | Buy |
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|
2014
Q3 | $5.73M | Buy |
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|
2014
Q2 | $6.04M | Buy |
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|
2014
Q1 | $5.83M | Buy |
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|
2013
Q4 | $5.56M | Sell |
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|
2013
Q3 | $5.53M | Buy |
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|
2013
Q2 | $4.58M | Buy |
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