Global Retirement Partners, LLC First Republic Bank Transaction History

Global Retirement Partners, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	BUY	$12.18 - $147.0 $219,715 - $2.65 Million	18,039 Added 51540.0%	18,074 $252,000
Q4 2022 Feb 13, 2023	SELL	$111.47 - $142.35 $1,003 - $1,281	-9 Reduced 20.45%	35 $4,000
Q3 2022 Nov 03, 2022	SELL	$17.63 - $162.71 $282 - $2,603	-16 Reduced 26.67%	44 $5,000
Q2 2022 Jul 15, 2022	SELL	$134.3 - $165.8 $1,074 - $1,326	-8 Reduced 11.76%	60 $9,000
Q1 2022 Jul 14, 2022	BUY	$156.48 - $208.09 $10,640 - $14,150	68 New	68 $10,000
Q4 2021 Jan 21, 2022	SELL	$196.19 - $221.91 $784 - $887	-4 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$186.45 - $203.75 $186 - $203	1 Added 33.33%	4 $1,000
Q2 2021 Jul 15, 2021	BUY	$167.47 - $195.03 $502 - $585	3 New	3 $1,000
Q1 2021 Apr 14, 2021	SELL	$144.99 - $178.23 $9,424 - $11,584	-65 Closed	0 $0
Q2 2019 Nov 19, 2019	SELL	$95.27 - $106.36 $6,478 - $7,232	-68 Reduced 51.13%	65 $6,000
Q3 2018 Oct 17, 2018	SELL	$95.97 - $106.2 $3,358 - $3,717	-35 Reduced 20.83%	133 $13,000
Q1 2018 Aug 10, 2018	SELL	$84.96 - $98.78 $2,293 - $2,667	-27 Reduced 13.85%	168 $16,000
Q4 2017 Aug 13, 2018	BUY	$86.62 - $105.17 $3,204 - $3,891	37 Added 23.42%	195 $17,000
Q3 2017 Aug 10, 2018	SELL	$92.49 - $104.46 $462 - $522	-5 Reduced 3.07%	158 $17,000
Q2 2017 Aug 10, 2018	BUY	N/A	65 Added 66.33%	163 $16,000
Q4 2016 Aug 10, 2018	BUY	N/A	98	98 $9,000

2.35M

Ticker FRC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 182,715,008
Market Cap $132M
Description
First Republic Bank, together with its subsidiaries, provides private banking, private business banking, and private wealth management services to clients in metropolitan areas in the United States. It operates in two segments, Commercial Banking and Wealth Management. The company accepts deposit products, such as noninterest-bearing checking, i...

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