Sutton Wealth Advisors’s First Republic Bank FRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $700 | Buy |
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|
2022
Q4 | $5K | Sell |
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|
2022
Q3 | $5.74K | Sell |
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|
2022
Q2 | $6.63K | Sell |
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|
2022
Q1 | $8.27K | Buy |
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|
2021
Q4 | $7.85K | Hold |
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|
2021
Q3 | $7.33K | Hold |
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|
2021
Q2 | $7.11K | Hold |
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|
2021
Q1 | $6.34K | Hold |
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|
2020
Q4 | $5.58K | Buy |
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|
2020
Q3 | $3.38K | Hold |
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|
2020
Q2 | $3.29K | Hold |
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|
2020
Q1 | $2.55K | Buy |
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|
2019
Q4 | $1.29K | Hold |
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|
2019
Q3 | $1.06K | Sell |
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|
2019
Q2 | $2.54K | Buy |
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|
2019
Q1 | $1.81K | Buy |
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|
2018
Q4 | $956 | Hold |
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|
2018
Q3 | $1.06K | Hold |
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|
2018
Q2 | $1.06K | Hold |
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|
2018
Q1 | $1.02K | Hold |
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|
2017
Q4 | $953 | Hold |
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|
2017
Q3 | $1.15K | Hold |
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|
2017
Q2 | $1.1K | Hold |
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|
2017
Q1 | $1.03K | Hold |
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|
2016
Q4 | $1.01K | Hold |
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|
2016
Q3 | $848 | Hold |
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|
2016
Q2 | $770 | Hold |
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|
2016
Q1 | $733 | Buy |
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