AHL Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $575K | Buy |
+11,566
| New | +$575K | 0.01% | 1055 |
|
|
2017
Q3 | – | Sell |
-41,227
| Closed | -$1.87M | – | 1295 |
|
|
2017
Q2 | $1.87M | Sell |
41,227
-14,868
| -27% | -$675K | 0.04% | 636 |
|
|
2017
Q1 | $2.51M | Sell |
56,095
-24,223
| -30% | -$1.08M | 0.06% | 568 |
|
|
2016
Q4 | $3.78M | Sell |
80,318
-49,702
| -38% | -$2.34M | 0.12% | 334 |
|
|
2016
Q3 | $4.9M | Buy |
+130,020
| New | +$4.9M | 0.18% | 164 |
|
|
2016
Q1 | – | Sell |
-11,960
| Closed | -$452K | – | 823 |
|
|
2015
Q4 | $452K | Buy |
11,960
+3,971
| +50% | +$150K | 0.04% | 492 |
|
|
2015
Q3 | $285K | Sell |
7,989
-186,201
| -96% | -$6.64M | 0.05% | 573 |
|
|
2015
Q2 | $7.83M | Buy |
+194,190
| New | +$7.83M | 0.31% | 45 |
|
|
2015
Q1 | – | Sell |
-6,980
| Closed | -$271K | – | 842 |
|
|
2014
Q4 | $271K | Buy |
+6,980
| New | +$271K | 0.01% | 696 |
|