D L Carlson Investment Group Inc First Rep Bk San Francisco Cal Transaction History

D L Carlson Investment Group Inc

$541 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 17, 2023	SELL	N/A	-25,812 Reduced 50.32%	25,488 $160,000
Q4 2022 Feb 13, 2023	SELL	N/A	-200 Reduced 0.39%	51,300 $1.09 Million
Q3 2022 Nov 18, 2022	SELL	N/A	-400 Reduced 0.77%	51,500 $1.19 Million
Q1 2022 May 12, 2022	BUY	N/A	325 Added 0.63%	51,900 $1.32 Million
Q4 2020 Feb 09, 2021	SELL	N/A	-770 Reduced 1.47%	51,575 $1.43 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-50 Reduced 0.1%	52,345 $1.4 Million
Q2 2020 Aug 13, 2020	BUY	N/A	4,725 Added 9.91%	52,395 $1.35 Million
Q1 2020 May 07, 2020	BUY	N/A	22,400 Added 88.64%	47,670 $1.18 Million
Q4 2019 Feb 10, 2020	SELL	N/A	-750 Reduced 2.88%	25,270 $675,000
Q2 2019 Aug 19, 2019	BUY	N/A	6,775 Added 35.2%	26,020 $659,000
Q1 2019 May 02, 2019	BUY	N/A	19,245 New	19,245 $477,000

Others Institutions Holding FRCPRI

# of Institutions

1

Shares Held

16

Call Options Held

0

Put Options Held

0

Org Partners LLC Roanoke, IN

16
Shares

$0
0.0% of portfolio

About FIRST REP BK SAN FRANCISCO CAL

Ticker FRCPRI

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