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