YorkBridge Wealth Partners’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 |
-5,797
| Closed | -$399K | – | 188 |
|
|
2019
Q3 | $399K | Sell |
5,797
-1,822
| -24% | -$125K | 0.2% | 113 |
|
|
2019
Q2 | $479K | Hold |
7,619
| – | – | 0.21% | 99 |
|
|
2019
Q1 | $451K | Sell |
7,619
-597
| -7% | -$35.3K | 0.21% | 102 |
|
|
2018
Q4 | $414K | Sell |
8,216
-672
| -8% | -$33.9K | 0.22% | 103 |
|
|
2018
Q3 | $588K | Hold |
8,888
| – | – | 0.27% | 88 |
|
|
2018
Q2 | $587K | Sell |
8,888
-225
| -2% | -$14.9K | 0.26% | 90 |
|
|
2018
Q1 | $630K | Sell |
9,113
-505
| -5% | -$34.9K | 0.29% | 85 |
|
|
2017
Q4 | $638K | Sell |
9,618
-582
| -6% | -$38.6K | 0.31% | 81 |
|
|
2017
Q3 | $610K | Sell |
10,200
-92
| -0.9% | -$5.5K | 0.32% | 77 |
|
|
2017
Q2 | $593K | Hold |
10,292
| – | – | 0.31% | 78 |
|
|
2017
Q1 | $588K | Buy |
10,292
+471
| +5% | +$26.9K | 0.31% | 78 |
|
|
2016
Q4 | $515K | Buy |
+9,821
| New | +$515K | 0.3% | 84 |
|