Valeo Financial Advisors, LLC First Republic Bank Transaction History

Valeo Financial Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 17, 2023	BUY	$12.18 - $147.0 $162,018 - $1.96 Million	13,302 New	13,302 $186,000
Q2 2021 Jul 22, 2021	SELL	$167.47 - $195.03 $9,378 - $10,921	-56 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$144.99 - $178.23 $2,319 - $2,851	16 Added 40.0%	56 $9,000
Q4 2020 Feb 11, 2021	SELL	$110.37 - $146.93 $662 - $881	-6 Reduced 13.04%	40 $6,000
Q3 2020 Oct 28, 2020	SELL	$100.94 - $119.36 $8,176 - $9,668	-81 Reduced 63.78%	46 $5,000
Q2 2020 Jul 20, 2020	SELL	$81.66 - $120.11 $25,232 - $37,113	-309 Reduced 70.87%	127 $13,000
Q1 2020 Apr 13, 2020	BUY	$75.6 - $120.75 $16,556 - $26,444	219 Added 100.92%	436 $41,000
Q4 2019 Jan 24, 2020	BUY	$91.71 - $117.9 $183 - $235	2 Added 0.93%	217 $25,000
Q1 2019 Apr 12, 2019	SELL	$84.34 - $105.44 $168 - $210	-2 Reduced 0.92%	215 $22,000
Q4 2018 Jan 30, 2019	SELL	$80.23 - $99.64 $3,690 - $4,583	-46 Reduced 17.49%	217 $19,000
Q3 2018 Nov 01, 2018	BUY	$95.97 - $106.2 $4,414 - $4,885	46 Added 21.2%	263 $24,000
Q2 2018 Aug 14, 2018	BUY	$89.51 - $103.38 $13,784 - $15,920	154 Added 244.44%	217 $22,000
Q1 2018 Apr 12, 2018	BUY	$84.96 - $98.78 $1,954 - $2,271	23 Added 57.5%	63 $6,000
Q3 2017 Nov 14, 2017	BUY	$92.49 - $104.46 $3,699 - $4,178	40	40 $4,000

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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