SWA
FRC
SOA Wealth Advisors’s First Republic Bank FRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | – | – | 927 |
|
|
2024
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 932 |
|
|
2023
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 960 |
|
|
2023
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 968 |
|
|
2023
Q2 | $1 | Sell |
1
-275
| -100% | -$275 | ﹤0.01% | 937 |
|
|
2023
Q1 | $3.86K | Buy |
276
+225
| +441% | +$3.15K | ﹤0.01% | 655 |
|
|
2022
Q4 | $6.22K | Sell |
51
-4
| -7% | -$488 | ﹤0.01% | 589 |
|
|
2022
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 569 |
|
|
2022
Q2 | $7K | Sell |
55
-16
| -23% | -$2.04K | ﹤0.01% | 552 |
|
|
2022
Q1 | $11K | Hold |
71
| – | – | ﹤0.01% | 580 |
|
|
2021
Q4 | $14K | Hold |
71
| – | – | ﹤0.01% | 518 |
|
|
2021
Q3 | $13K | Buy |
71
+47
| +196% | +$8.61K | ﹤0.01% | 541 |
|
|
2021
Q2 | $4K | Buy |
24
+7
| +41% | +$1.17K | ﹤0.01% | 713 |
|
|
2021
Q1 | $2K | Sell |
17
-10
| -37% | -$1.18K | ﹤0.01% | 734 |
|
|
2020
Q4 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 651 |
|