180 Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,278
| Closed | -$307K | – | 385 |
|
|
2022
Q4 | $307K | Sell |
6,278
-3,541
| -36% | -$173K | 0.07% | 261 |
|
|
2022
Q3 | $428K | Sell |
9,819
-258
| -3% | -$11.2K | 0.12% | 166 |
|
|
2022
Q2 | $486K | Buy |
10,077
+1,162
| +13% | +$56K | 0.12% | 159 |
|
|
2022
Q1 | $464K | Buy |
8,915
+67
| +0.8% | +$3.49K | 0.1% | 186 |
|
|
2021
Q4 | $544K | Sell |
8,848
-328
| -4% | -$20.2K | 0.12% | 162 |
|
|
2021
Q3 | $563K | Buy |
9,176
+96
| +1% | +$5.89K | 0.12% | 155 |
|
|
2021
Q2 | $526K | Buy |
9,080
+401
| +5% | +$23.2K | 0.12% | 162 |
|
|
2021
Q1 | $528K | Buy |
8,679
+354
| +4% | +$21.5K | 0.13% | 152 |
|
|
2020
Q4 | $434K | Buy |
8,325
+3,019
| +57% | +$157K | 0.13% | 169 |
|
|
2020
Q3 | $223K | Sell |
5,306
-626
| -11% | -$26.3K | 0.08% | 234 |
|
|
2020
Q2 | $215K | Buy |
+5,932
| New | +$215K | 0.09% | 229 |
|
|
2020
Q1 | – | Sell |
-10,155
| Closed | -$560K | – | 265 |
|
|
2019
Q4 | $560K | Buy |
10,155
+1,106
| +12% | +$61K | 0.22% | 124 |
|
|
2019
Q3 | $471K | Buy |
9,049
+750
| +9% | +$39K | 0.21% | 136 |
|
|
2019
Q2 | $412K | Buy |
+8,299
| New | +$412K | 0.19% | 141 |
|
|
2019
Q1 | – | Sell |
-12,282
| Closed | -$596K | – | 280 |
|
|
2018
Q4 | $596K | Sell |
12,282
-495
| -4% | -$24K | 0.28% | 109 |
|
|
2018
Q3 | $620K | Buy |
12,777
+1,268
| +11% | +$61.5K | 0.29% | 103 |
|
|
2018
Q2 | $581K | Buy |
+11,509
| New | +$581K | 0.29% | 103 |
|