Acorn Financial Advisory Services’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 |
-5,117
| Closed | -$220K | – | 230 |
|
|
2022
Q4 | $220K | Buy |
+5,117
| New | +$220K | 0.05% | 202 |
|
|
2021
Q3 | – | Sell |
-12,949
| Closed | -$719K | – | 238 |
|
|
2021
Q2 | $719K | Buy |
12,949
+399
| +3% | +$22.2K | 0.21% | 111 |
|
|
2021
Q1 | $735K | Sell |
12,550
-2,420
| -16% | -$142K | 0.27% | 94 |
|
|
2020
Q4 | $718K | Sell |
14,970
-2,260
| -13% | -$108K | 0.28% | 98 |
|
|
2020
Q3 | $655K | Sell |
17,230
-526
| -3% | -$20K | 0.34% | 87 |
|
|
2020
Q2 | $667K | Buy |
17,756
+1,310
| +8% | +$49.2K | 0.46% | 74 |
|
|
2020
Q1 | $506K | Sell |
16,446
-383
| -2% | -$11.8K | 0.5% | 70 |
|
|
2019
Q4 | $947K | Buy |
+16,829
| New | +$947K | 0.79% | 41 |
|