Smith Graham & Co Investment Advisors’s Fulton Financial FULT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.69M | Sell |
224,056
-22,920
| -9% | -$322K | 0.42% | 115 |
|
|
2023
Q3 | $2.99M | Sell |
246,976
-2,172
| -0.9% | -$28.5K | 0.37% | 127 |
|
|
2023
Q2 | $2.97M | Sell |
249,148
-2,353
| -0.9% | -$28.4K | 0.36% | 126 |
|
|
2023
Q1 | $3.48M | Buy |
251,501
+21,271
| +9% | +$344K | 0.42% | 114 |
|
|
2022
Q4 | $3.87M | Sell |
230,230
-5,180
| -2% | -$90.8K | 0.47% | 102 |
|
|
2022
Q3 | $3.72M | Sell |
235,410
-14,779
| -6% | -$238K | 0.49% | 96 |
|
|
2022
Q2 | $3.62M | Sell |
250,189
-6,668
| -3% | -$103K | 0.45% | 113 |
|
|
2022
Q1 | $4.27M | Buy |
256,857
+8,642
| +3% | +$154K | 0.44% | 107 |
|
|
2021
Q4 | $4.22M | Buy |
248,215
+24,568
| +11% | +$405K | 0.42% | 111 |
|
|
2021
Q3 | $3.42M | Sell |
223,647
-24,753
| -10% | -$383K | 0.34% | 124 |
|
|
2021
Q2 | $3.92M | Sell |
248,400
-7,562
| -3% | -$129K | 0.35% | 128 |
|
|
2021
Q1 | $4.36M | Sell |
255,962
-34,054
| -12% | -$527K | 0.35% | 126 |
|
|
2020
Q4 | $3.69M | Sell |
290,016
-26,947
| -9% | -$320K | 0.34% | 127 |
|
|
2020
Q3 | $2.96M | Sell |
316,963
-13,334
| -4% | -$131K | 0.34% | 125 |
|
|
2020
Q2 | $3.48M | Buy |
330,297
+1,355
| +0.4% | +$14.7K | 0.42% | 114 |
|
|
2020
Q1 | $3.78M | Buy |
328,942
+2,342
| +0.7% | +$35.9K | 0.59% | 76 |
|
|
2019
Q4 | $5.69M | Sell |
326,600
-8,910
| -3% | -$151K | 0.55% | 98 |
|
|
2019
Q3 | $5.43M | Buy |
335,510
+1,080
| +0.3% | +$17.6K | 0.58% | 101 |
|
|
2019
Q2 | $5.47M | Sell |
334,430
-14,760
| -4% | -$243K | 0.59% | 93 |
|
|
2019
Q1 | $5.41M | Buy |
349,190
+3,400
| +1% | +$55.5K | 0.59% | 98 |
|
|
2018
Q4 | $5.35M | Sell |
345,790
-2,350
| -0.7% | -$38.2K | 0.66% | 74 |
|
|
2018
Q3 | $5.8M | Sell |
348,140
-13,990
| -4% | -$245K | 0.55% | 104 |
|
|
2018
Q2 | $5.97M | Sell |
362,130
-7,350
| -2% | -$127K | 0.56% | 104 |
|
|
2018
Q1 | $6.56M | Sell |
369,480
-4,150
| -1% | -$76.5K | 0.63% | 83 |
|
|
2017
Q4 | $6.69M | Buy |
373,630
+65,680
| +21% | +$1.21M | 0.63% | 83 |
|
|
2017
Q3 | $5.77M | Sell |
307,950
-2,600
| -0.8% | -$46.7K | 0.61% | 77 |
|
|
2017
Q2 | $5.9M | Sell |
310,550
-3,130
| -1% | -$56.9K | 0.64% | 74 |
|
|
2017
Q1 | $5.6M | Sell |
313,680
-1,940
| -0.6% | -$36K | 0.6% | 76 |
|
|
2016
Q4 | $5.93M | Sell |
315,620
-25,210
| -7% | -$422K | 0.64% | 69 |
|
|
2016
Q3 | $4.95M | Sell |
340,830
-4,950
| -1% | -$69.4K | 0.63% | 75 |
|
|
2016
Q2 | $4.67M | Sell |
345,780
-1,970
| -0.6% | -$27K | 0.64% | 76 |
|
|
2016
Q1 | $4.65M | Buy |
347,750
+83,820
| +32% | +$1.07M | 0.61% | 77 |
|
|
2015
Q4 | $3.43M | Buy |
263,930
+8,690
| +3% | +$117K | 0.49% | 102 |
|
|
2015
Q3 | $3.09M | Buy |
255,240
+28,950
| +13% | +$365K | 0.45% | 105 |
|
|
2015
Q2 | $2.96M | Sell |
226,290
-1,780
| -0.8% | -$22.6K | 0.4% | 117 |
|
|
2015
Q1 | $2.81M | Sell |
228,070
-1,230
| -0.5% | -$14.7K | 0.38% | 115 |
|
|
2014
Q4 | $2.83M | Buy |
229,300
+3,760
| +2% | +$44.3K | 0.4% | 117 |
|
|
2014
Q3 | $2.5M | Buy |
225,540
+14,130
| +7% | +$164K | 0.37% | 121 |
|
|
2014
Q2 | $2.62M | Buy |
+211,410
| New | +$2.58M | 0.36% | 113 |
|
Other funds holding FULT
Smith Graham & Co Investment Advisors's FULT Position: Q4 2023 in Review
Smith Graham & Co Investment Advisors reduced its Fulton Financial (FULT) stake by 9.3% in Q4 2023, selling an estimated $322K and leaving 224,056 shares worth $3.69M. The position accounts for 0.42% of the portfolio, ranked #115.
Smith Graham & Co Investment Advisors first reported a position in FULT in Q2 2014 and has held it in 39 quarters since. The position peaked at $6.69M in Q4 2017. 259 funds tracked by Wall St. Rank hold FULT as of Q4 2023.
- Smith Graham & Co Investment Advisors held 224,056 shares of Fulton Financial worth $3.69M as of Q4 2023.
- Smith Graham & Co Investment Advisors sold 22,920 Fulton Financial shares in Q4 2023, an estimated $322K.
- Fulton Financial made up 0.42% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #115 holding.
- Smith Graham & Co Investment Advisors first reported a position in Fulton Financial in Q2 2014 and has held it in 39 quarters since.
- Smith Graham & Co Investment Advisors's Fulton Financial position peaked at $6.69M in Q4 2017.
- 259 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2023.
Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.