Advisory Research’s Truist Financial TFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-146,181	Closed	-$4.51M	–	346
2020 Q1	$4.51M	Buy	+146,181	New	+$4.51M	0.31%	64
2019 Q4	–	Sell	-344,675	Closed	-$18.4M	–	340
2019 Q3	$18.4M	Sell	344,675 -11,817	-3%	-$631K	0.89%	44
2019 Q2	$17.5M	Sell	356,492 -122	-0%	-$5.99K	0.34%	79
2019 Q1	$16.6M	Buy	356,614 +10,895	+3%	+$507K	0.32%	79
2018 Q4	$15M	Sell	345,719 -19,002	-5%	-$823K	0.32%	88
2018 Q3	$17.7M	Sell	364,721 -15,517	-4%	-$753K	0.29%	88
2018 Q2	$19.2M	Buy	+380,238	New	+$19.2M	0.31%	86
2014 Q2	–	Sell	-1,827	Closed	-$73K	–	641
2014 Q1	$73K	Buy	+1,827	New	+$73K	﹤0.01%	394