Sugarloaf Wealth Management, LLC First Republic Bank Transaction History

Sugarloaf Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$0.17 - $16.0 $20 - $1,888	118 Added 196.67%	178 $0
Q1 2023 Apr 26, 2023	SELL	$12.18 - $147.0 $3,544 - $42,777	-291 Reduced 82.91%	60 $0
Q4 2022 Feb 03, 2023	BUY	$111.47 - $142.35 $4,012 - $5,124	36 Added 11.43%	351 $42,000
Q3 2022 Oct 11, 2022	SELL	$17.63 - $162.71 $211 - $1,952	-12 Reduced 3.67%	315 $42,000
Q2 2022 Jul 12, 2022	BUY	$134.3 - $165.8 $4,163 - $5,139	31 Added 10.47%	327 $47,000
Q1 2022 Apr 25, 2022	BUY	$156.48 - $208.09 $4,850 - $6,450	31 Added 11.7%	296 $48,000
Q4 2021 Jan 20, 2022	BUY	$196.19 - $221.91 $32,175 - $36,393	164 Added 162.38%	265 $55,000
Q3 2021 Oct 20, 2021	BUY	$186.45 - $203.75 $11,000 - $12,021	59 Added 140.48%	101 $19,000
Q2 2021 Jul 20, 2021	SELL	$167.47 - $195.03 $3,851 - $4,485	-23 Reduced 35.38%	42 $8,000
Q4 2019 Jan 29, 2020	BUY	$91.71 - $117.9 $5,961 - $7,663	65 New	65 $8,000

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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