SWA
Sutton Wealth Advisors’s S&T Bancorp STBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-690
| Closed | -$23.6K | – | 1472 |
|
|
2022
Q4 | $23.6K | Hold |
690
| – | – | 0.01% | 635 |
|
|
2022
Q3 | $20.2K | Hold |
690
| – | – | 0.01% | 661 |
|
|
2022
Q2 | $18.9K | Sell |
690
-5
| -0.7% | -$137 | 0.01% | 695 |
|
|
2022
Q1 | $20.6K | Hold |
695
| – | – | 0.01% | 702 |
|
|
2021
Q4 | $21.9K | Buy |
695
+9
| +1% | +$284 | 0.01% | 671 |
|
|
2021
Q3 | $20.2K | Hold |
686
| – | – | 0.01% | 693 |
|
|
2021
Q2 | $21.5K | Hold |
686
| – | – | 0.01% | 681 |
|
|
2021
Q1 | $23K | Hold |
686
| – | – | 0.01% | 632 |
|
|
2020
Q4 | $17K | Buy |
+686
| New | +$17K | 0.01% | 660 |
|
|
2020
Q3 | – | Sell |
-1,033
| Closed | -$24.2K | – | 1252 |
|
|
2020
Q2 | $24.2K | Sell |
1,033
-419
| -29% | -$9.83K | 0.01% | 483 |
|
|
2020
Q1 | $39.7K | Buy |
1,452
+419
| +41% | +$11.4K | 0.03% | 316 |
|
|
2019
Q4 | $41.6K | Hold |
1,033
| – | – | 0.02% | 363 |
|
|
2019
Q3 | $37.7K | Hold |
1,033
| – | – | 0.02% | 382 |
|
|
2019
Q2 | $38.7K | Hold |
1,033
| – | – | 0.02% | 370 |
|
|
2019
Q1 | $40.8K | Hold |
1,033
| – | – | 0.02% | 353 |
|
|
2018
Q4 | $39.1K | Hold |
1,033
| – | – | 0.03% | 325 |
|
|
2018
Q3 | $44.8K | Hold |
1,033
| – | – | 0.03% | 315 |
|
|
2018
Q2 | $44.7K | Hold |
1,033
| – | – | 0.03% | 316 |
|
|
2018
Q1 | $41.3K | Hold |
1,033
| – | – | 0.03% | 324 |
|
|
2017
Q4 | $41.1K | Hold |
1,033
| – | – | 0.03% | 328 |
|
|
2017
Q3 | $40.9K | Hold |
1,033
| – | – | 0.03% | 319 |
|
|
2017
Q2 | $37K | Hold |
1,033
| – | – | 0.03% | 324 |
|
|
2017
Q1 | $35.7K | Hold |
1,033
| – | – | 0.03% | 330 |
|
|
2016
Q4 | $40.3K | Hold |
1,033
| – | – | 0.04% | 303 |
|
|
2016
Q3 | $29.9K | Hold |
1,033
| – | – | 0.03% | 354 |
|
|
2016
Q2 | $25.3K | Buy |
1,033
+893
| +638% | +$21.8K | 0.02% | 387 |
|
|
2016
Q1 | $3.61K | Buy |
+140
| New | +$3.61K | ﹤0.01% | 821 |
|