Wealthspire Advisors (Maryland)’s SunTrust Banks, Inc. STI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,881
| Closed | -$817K | – | 518 |
|
|
2019
Q3 | $817K | Buy |
11,881
+78
| +0.7% | +$5.36K | 0.06% | 173 |
|
|
2019
Q2 | $742K | Buy |
11,803
+164
| +1% | +$10.3K | 0.06% | 181 |
|
|
2019
Q1 | $690K | Buy |
11,639
+689
| +6% | +$40.8K | 0.05% | 200 |
|
|
2018
Q4 | $552K | Buy |
10,950
+577
| +6% | +$29.1K | 0.05% | 203 |
|
|
2018
Q3 | $693K | Buy |
10,373
+41
| +0.4% | +$2.74K | 0.06% | 189 |
|
|
2018
Q2 | $682K | Buy |
10,332
+177
| +2% | +$11.7K | 0.06% | 182 |
|
|
2018
Q1 | $691K | Buy |
10,155
+42
| +0.4% | +$2.86K | 0.07% | 185 |
|
|
2017
Q4 | $653K | Buy |
10,113
+517
| +5% | +$33.4K | 0.06% | 213 |
|
|
2017
Q3 | $574K | Buy |
9,596
+55
| +0.6% | +$3.29K | 0.06% | 216 |
|
|
2017
Q2 | $541K | Buy |
9,541
+7,272
| +320% | +$412K | 0.06% | 213 |
|
|
2017
Q1 | $125K | Buy |
2,269
+192
| +9% | +$10.6K | 0.02% | 519 |
|
|
2016
Q4 | $114K | Sell |
2,077
-588
| -22% | -$32.3K | 0.02% | 543 |
|
|
2016
Q3 | $117K | Sell |
2,665
-1,206
| -31% | -$52.9K | 0.02% | 532 |
|
|
2016
Q2 | $159K | Buy |
3,871
+320
| +9% | +$13.1K | 0.03% | 429 |
|
|
2016
Q1 | $128K | Sell |
3,551
-867
| -20% | -$31.3K | 0.02% | 471 |
|
|
2015
Q4 | $189K | Buy |
+4,418
| New | +$189K | 0.04% | 371 |
|