Smith Salley Wealth Management’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 |
-3,813
| Closed | -$262K | – | 203 |
|
|
2019
Q3 | $262K | Hold |
3,813
| – | – | 0.04% | 170 |
|
|
2019
Q2 | $240K | Sell |
3,813
-94
| -2% | -$5.92K | 0.04% | 171 |
|
|
2019
Q1 | $231K | Buy |
+3,907
| New | +$231K | 0.04% | 163 |
|
|
2018
Q4 | – | Sell |
-3,942
| Closed | -$263K | – | 192 |
|
|
2018
Q3 | $263K | Buy |
3,942
+40
| +1% | +$2.67K | 0.04% | 163 |
|
|
2018
Q2 | $258K | Sell |
3,902
-4
| -0.1% | -$264 | 0.04% | 156 |
|
|
2018
Q1 | $266K | Hold |
3,906
| – | – | 0.05% | 152 |
|
|
2017
Q4 | $252K | Sell |
3,906
-1,167
| -23% | -$75.3K | 0.05% | 157 |
|
|
2017
Q3 | $303K | Sell |
5,073
-66
| -1% | -$3.94K | 0.06% | 137 |
|
|
2017
Q2 | $291K | Buy |
5,139
+66
| +1% | +$3.74K | 0.06% | 140 |
|
|
2017
Q1 | $281K | Buy |
+5,073
| New | +$281K | 0.06% | 137 |
|
|
2014
Q4 | – | Sell |
-5,765
| Closed | -$219K | – | 180 |
|
|
2014
Q3 | $219K | Sell |
5,765
-35,888
| -86% | -$1.36M | 0.06% | 164 |
|
|
2014
Q2 | $1.67M | Buy |
41,653
+35,888
| +623% | +$1.44M | 0.45% | 76 |
|
|
2014
Q1 | $229K | Sell |
5,765
-200
| -3% | -$7.94K | 0.14% | 101 |
|
|
2013
Q4 | $220K | Sell |
5,965
-2,900
| -33% | -$107K | 0.14% | 97 |
|
|
2013
Q3 | $287K | Sell |
8,865
-350
| -4% | -$11.3K | 0.23% | 67 |
|
|
2013
Q2 | $291K | Buy |
+9,215
| New | +$291K | 0.23% | 69 |
|