SWA
FRC
Sutton Wealth Advisors’s First Republic Bank FRC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-50
| Closed | -$700 | – | 875 |
|
2023
Q1 | $700 | Buy |
50
+9
| +22% | +$126 | ﹤0.01% | 754 |
|
2022
Q4 | $5K | Sell |
41
-3
| -7% | -$366 | ﹤0.01% | 1100 |
|
2022
Q3 | $5.74K | Sell |
44
-2
| -4% | -$261 | ﹤0.01% | 1047 |
|
2022
Q2 | $6.63K | Sell |
46
-5
| -10% | -$721 | ﹤0.01% | 1013 |
|
2022
Q1 | $8.27K | Buy |
51
+13
| +34% | +$2.11K | ﹤0.01% | 992 |
|
2021
Q4 | $7.85K | Hold |
38
| – | – | ﹤0.01% | 1004 |
|
2021
Q3 | $7.33K | Hold |
38
| – | – | ﹤0.01% | 1002 |
|
2021
Q2 | $7.11K | Hold |
38
| – | – | ﹤0.01% | 988 |
|
2021
Q1 | $6.34K | Hold |
38
| – | – | ﹤0.01% | 971 |
|
2020
Q4 | $5.58K | Buy |
38
+7
| +23% | +$1.03K | ﹤0.01% | 957 |
|
2020
Q3 | $3.38K | Hold |
31
| – | – | ﹤0.01% | 1003 |
|
2020
Q2 | $3.29K | Hold |
31
| – | – | ﹤0.01% | 994 |
|
2020
Q1 | $2.55K | Buy |
31
+20
| +182% | +$1.65K | ﹤0.01% | 1000 |
|
2019
Q4 | $1.29K | Hold |
11
| – | – | ﹤0.01% | 1097 |
|
2019
Q3 | $1.06K | Sell |
11
-15
| -58% | -$1.45K | ﹤0.01% | 1110 |
|
2019
Q2 | $2.54K | Buy |
26
+8
| +44% | +$781 | ﹤0.01% | 1025 |
|
2019
Q1 | $1.81K | Buy |
18
+7
| +64% | +$703 | ﹤0.01% | 1061 |
|
2018
Q4 | $956 | Hold |
11
| – | – | ﹤0.01% | 1042 |
|
2018
Q3 | $1.06K | Hold |
11
| – | – | ﹤0.01% | 1040 |
|
2018
Q2 | $1.07K | Hold |
11
| – | – | ﹤0.01% | 1052 |
|
2018
Q1 | $1.02K | Hold |
11
| – | – | ﹤0.01% | 1045 |
|
2017
Q4 | $953 | Hold |
11
| – | – | ﹤0.01% | 1011 |
|
2017
Q3 | $1.15K | Hold |
11
| – | – | ﹤0.01% | 990 |
|
2017
Q2 | $1.1K | Hold |
11
| – | – | ﹤0.01% | 992 |
|
2017
Q1 | $1.03K | Hold |
11
| – | – | ﹤0.01% | 974 |
|
2016
Q4 | $1.01K | Hold |
11
| – | – | ﹤0.01% | 969 |
|
2016
Q3 | $848 | Hold |
11
| – | – | ﹤0.01% | 967 |
|
2016
Q2 | $770 | Hold |
11
| – | – | ﹤0.01% | 939 |
|
2016
Q1 | $733 | Buy |
+11
| New | +$733 | ﹤0.01% | 933 |
|