Allen Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,950
| Closed | -$371K | – | 226 |
|
|
2023
Q3 | $371K | Hold |
12,950
| – | – | 0.01% | 187 |
|
|
2023
Q2 | $393K | Hold |
12,950
| – | – | 0.01% | 175 |
|
|
2023
Q1 | $442K | Hold |
12,950
| – | – | 0.01% | 165 |
|
|
2022
Q4 | $557K | Hold |
12,950
| – | – | 0.01% | 147 |
|
|
2022
Q3 | $564K | Hold |
12,950
| – | – | 0.01% | 149 |
|
|
2022
Q2 | $614K | Hold |
12,950
| – | – | 0.01% | 152 |
|
|
2022
Q1 | $734K | Hold |
12,950
| – | – | 0.01% | 155 |
|
|
2021
Q4 | $758K | Buy |
+12,950
| New | +$758K | 0.01% | 157 |
|