Acima Private Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-150
| Closed | -$4.55K | – | 260 |
|
2023
Q2 | $4.55K | Sell |
150
-63
| -30% | -$1.91K | ﹤0.01% | 243 |
|
2023
Q1 | $7.26K | Hold |
213
| – | – | ﹤0.01% | 234 |
|
2022
Q4 | $9.17K | Hold |
213
| – | – | ﹤0.01% | 199 |
|
2022
Q3 | $9.27K | Hold |
213
| – | – | ﹤0.01% | 206 |
|
2022
Q2 | $10.1K | Hold |
213
| – | – | 0.01% | 211 |
|
2022
Q1 | $12K | Hold |
213
| – | – | 0.01% | 213 |
|
2021
Q4 | $12K | Hold |
213
| – | – | 0.01% | 212 |
|
2021
Q3 | $12K | Hold |
213
| – | – | 0.01% | 205 |
|
2021
Q2 | $12K | Hold |
213
| – | – | 0.01% | 201 |
|
2021
Q1 | $12K | Hold |
213
| – | – | 0.01% | 200 |
|
2020
Q4 | $10K | Hold |
213
| – | – | 0.01% | 204 |
|
2020
Q3 | $8K | Hold |
213
| – | – | ﹤0.01% | 196 |
|
2020
Q2 | $8K | Hold |
213
| – | – | 0.01% | 216 |
|
2020
Q1 | $7K | Hold |
213
| – | – | 0.01% | 232 |
|
2019
Q4 | $12K | Buy |
+213
| New | +$12K | 0.01% | 239 |
|