United Capital Financial Advisors’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 |
-7,725
| Closed | -$942K | – | 1090 |
|
|
2022
Q4 | $942K | Buy |
+7,725
| New | +$942K | 0.01% | 621 |
|
|
2019
Q3 | – | Sell |
-2,448
| Closed | -$239K | – | 1494 |
|
|
2019
Q2 | $239K | Buy |
2,448
+338
| +16% | +$33K | ﹤0.01% | 1284 |
|
|
2019
Q1 | $212K | Buy |
+2,110
| New | +$212K | ﹤0.01% | 1229 |
|
|
2013
Q3 | – | Sell |
-11,325
| Closed | -$436K | – | 759 |
|
|
2013
Q2 | $436K | Buy |
+11,325
| New | +$436K | 0.01% | 532 |
|