AIM
Advantage Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $85K | Buy |
1,599
+17
| +1% | +$904 | 0.07% | 259 |
|
|
2019
Q2 | $78K | Buy |
1,582
+99
| +7% | +$4.88K | 0.06% | 270 |
|
|
2019
Q1 | $69K | Sell |
1,483
-463
| -24% | -$21.5K | 0.05% | 285 |
|
|
2018
Q4 | $84K | Buy |
1,946
+149
| +8% | +$6.43K | 0.06% | 263 |
|
|
2018
Q3 | $87K | Buy |
1,797
+660
| +58% | +$32K | 0.06% | 296 |
|
|
2018
Q2 | $57K | Sell |
1,137
-103
| -8% | -$5.16K | 0.04% | 348 |
|
|
2018
Q1 | $65K | Sell |
1,240
-99
| -7% | -$5.19K | 0.02% | 339 |
|
|
2017
Q4 | $67K | Buy |
1,339
+1
| +0.1% | +$50 | 0.02% | 351 |
|
|
2017
Q3 | $63K | Sell |
1,338
-349
| -21% | -$16.4K | 0.02% | 354 |
|
|
2017
Q2 | $77K | Buy |
1,687
+165
| +11% | +$7.53K | 0.03% | 285 |
|
|
2017
Q1 | $68K | Sell |
1,522
-103
| -6% | -$4.6K | 0.03% | 283 |
|
|
2016
Q4 | $76K | Hold |
1,625
| – | – | 0.03% | 258 |
|
|
2016
Q3 | $61K | Hold |
1,625
| – | – | 0.02% | 292 |
|
|
2016
Q2 | $58K | Buy |
1,625
+100
| +7% | +$3.57K | 0.03% | 322 |
|
|
2016
Q1 | $51K | Hold |
1,525
| – | – | 0.02% | 330 |
|
|
2015
Q4 | $58K | Hold |
1,525
| – | – | 0.03% | 309 |
|
|
2015
Q3 | $54K | Hold |
1,525
| – | – | 0.03% | 300 |
|
|
2015
Q2 | $61K | Buy |
1,525
+200
| +15% | +$8K | 0.03% | 311 |
|
|
2015
Q1 | $52K | Hold |
1,325
| – | – | 0.03% | 321 |
|
|
2014
Q4 | $52K | Buy |
+1,325
| New | +$52K | 0.04% | 308 |
|