West Oak Capital’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 |
-12,405
| Closed | -$853K | – | 316 |
|
2019
Q3 | $853K | Hold |
12,405
| – | – | 0.5% | 58 |
|
2019
Q2 | $780K | Sell |
12,405
-57
| -0.5% | -$3.58K | 0.47% | 60 |
|
2019
Q1 | $738K | Hold |
12,462
| – | – | 0.46% | 62 |
|
2018
Q4 | $629K | Sell |
12,462
-11,110
| -47% | -$560K | 0.45% | 65 |
|
2018
Q3 | $1.57M | Buy |
23,572
+172
| +0.7% | +$11.5K | 0.91% | 45 |
|
2018
Q2 | $1.54M | Buy |
23,400
+340
| +1% | +$22.4K | 0.94% | 42 |
|
2018
Q1 | $1.57M | Buy |
23,060
+1,020
| +5% | +$69.4K | 0.93% | 36 |
|
2017
Q4 | $1.42M | Sell |
22,040
-495
| -2% | -$32K | 0.87% | 49 |
|
2017
Q3 | $1.35M | Buy |
22,535
+9,790
| +77% | +$585K | 0.8% | 54 |
|
2017
Q2 | $723K | Buy |
+12,745
| New | +$723K | 0.44% | 70 |
|