SFP
STI
Shepherd Financial Partners’s SunTrust Banks, Inc. STI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-23,934
| Closed | -$1.65M | – | 132 |
|
|
2019
Q3 | $1.65M | Sell |
23,934
-992
| -4% | -$68.2K | 0.41% | 42 |
|
|
2019
Q2 | $1.57M | Sell |
24,926
-719
| -3% | -$45.2K | 0.29% | 48 |
|
|
2019
Q1 | $1.52M | Sell |
25,645
-415
| -2% | -$24.6K | 0.29% | 48 |
|
|
2018
Q4 | $1.32M | Buy |
26,060
+546
| +2% | +$27.6K | 0.29% | 44 |
|
|
2018
Q3 | $1.68M | Hold |
25,514
| – | – | 0.38% | 45 |
|
|
2018
Q2 | $1.71M | Sell |
25,514
-1,067
| -4% | -$71.5K | 0.38% | 44 |
|
|
2018
Q1 | $1.81M | Sell |
26,581
-2,210
| -8% | -$150K | 0.45% | 40 |
|
|
2017
Q4 | $1.86M | Sell |
28,791
-4,090
| -12% | -$264K | 0.44% | 41 |
|
|
2017
Q3 | $1.99M | Buy |
32,881
+811
| +3% | +$49K | 0.46% | 39 |
|
|
2017
Q2 | $1.85M | Sell |
32,070
-2,870
| -8% | -$165K | 0.45% | 41 |
|
|
2017
Q1 | $1.92M | Buy |
34,940
+1,625
| +5% | +$89.1K | 0.5% | 40 |
|
|
2016
Q4 | $1.85M | Buy |
+33,315
| New | +$1.85M | 0.52% | 39 |
|