Waverly Advisors’s SunTrust Banks, Inc. STI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,261
| Closed | -$211K | – | 389 |
|
|
2017
Q4 | $211K | Buy |
+3,261
| New | +$211K | 0.03% | 222 |
|
|
2015
Q4 | – | Sell |
-638
| Closed | -$24K | – | 426 |
|
|
2015
Q3 | $24K | Buy |
+638
| New | +$24K | 0.02% | 241 |
|
|
2014
Q4 | – | Sell |
-1,638
| Closed | -$62K | – | 724 |
|
|
2014
Q3 | $62K | Hold |
1,638
| – | – | 0.03% | 197 |
|
|
2014
Q2 | $66K | Buy |
1,638
+4
| +0.2% | +$161 | 0.03% | 200 |
|
|
2014
Q1 | $65K | Sell |
1,634
-207
| -11% | -$8.23K | 0.03% | 196 |
|
|
2013
Q4 | $68K | Buy |
1,841
+1,660
| +917% | +$61.3K | 0.02% | 289 |
|
|
2013
Q3 | $6K | Buy |
+181
| New | +$6K | ﹤0.01% | 485 |
|