ACG Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $460K | Buy |
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|
2021
Q3 | $458K | Buy |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $469K | Buy |
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|
2020
Q4 | $366K | Sell |
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|
2020
Q3 | $297K | Buy |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q4 | $400K | Buy |
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|
2019
Q3 | $242K | Sell |
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|
2019
Q2 | $245K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $202K | Sell |
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|
2018
Q1 | $214K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.12M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $265K | Buy |
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|
2016
Q3 | $212K | Sell |
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|
2016
Q2 | $204K | Sell |
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|
2016
Q1 | $223K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $278K | Buy |
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|
2015
Q2 | $315K | Buy |
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|
2015
Q1 | $304K | Sell |
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|
2014
Q4 | $424K | Sell |
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|
2014
Q3 | $410K | Buy |
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|
2014
Q2 | $398K | Sell |
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|
2014
Q1 | $415K | Sell |
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|
2013
Q4 | $389K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $367K | Buy |
|