Stamos Capital Partners’s First Republic Bank FRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,160
Closed -$995K 135
2022
Q4
$995K Buy
8,160
+2,860
+54% +$349K 0.31% 77
2022
Q3
$692K Buy
+5,300
New +$692K 0.18% 97