Altavista Wealth Management’s Truist Financial TFC Stock Holding History

Altavista Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$1.33M	Buy	22,684 +363	+2%	+$21.3K	0.27%	69
2021 Q3	$1.31M	Buy	22,321 +11,600	+108%	+$680K	0.29%	66
2021 Q2	$595K	Hold	10,721	–	–	0.13%	111
2021 Q1	$625K	Hold	10,721	–	–	0.15%	101
2020 Q4	$514K	Sell	10,721 -133	-1%	-$6.38K	0.13%	107
2020 Q3	$413K	Hold	10,854	–	–	0.11%	112
2020 Q2	$408K	Hold	10,854	–	–	0.12%	109
2020 Q1	$335K	Hold	10,854	–	–	0.11%	115
2019 Q4	$611K	Buy	10,854 +133	+1%	+$7.49K	0.18%	91
2019 Q3	$572K	Hold	10,721	–	–	0.18%	93
2019 Q2	$527K	Hold	10,721	–	–	0.17%	95
2019 Q1	$499K	Hold	10,721	–	–	0.18%	98
2018 Q4	$464K	Hold	10,721	–	–	0.19%	95
2018 Q3	$520K	Sell	10,721 -267	-2%	-$13K	0.19%	93
2018 Q2	$554K	Hold	10,988	–	–	0.22%	86
2018 Q1	$572K	Hold	10,988	–	–	0.24%	86
2017 Q4	$546K	Hold	10,988	–	–	0.23%	84
2017 Q3	$516K	Hold	10,988	–	–	0.25%	80
2017 Q2	$499K	Buy	10,988 +800	+8%	+$36.3K	0.25%	81
2017 Q1	$455K	Buy	10,188 +245	+2%	+$10.9K	0.23%	79
2016 Q4	$468K	Sell	9,943 -1,730	-15%	-$81.4K	0.25%	76
2016 Q3	$440K	Sell	11,673 -2,000	-15%	-$75.4K	0.24%	83
2016 Q2	$487K	Sell	13,673 -2,300	-14%	-$81.9K	0.27%	73
2016 Q1	$531K	Sell	15,973 -707	-4%	-$23.5K	0.3%	68
2015 Q4	$631K	Sell	16,680 -1,000	-6%	-$37.8K	0.37%	60
2015 Q3	$629K	Sell	17,680 -7,400	-30%	-$263K	0.41%	60
2015 Q2	$1.01M	Sell	25,080 -6,090	-20%	-$245K	0.62%	45
2015 Q1	$1.22M	Buy	31,170 +12,000	+63%	+$468K	0.75%	43
2014 Q4	$741K	Sell	19,170 -155	-0.8%	-$5.99K	0.46%	52
2014 Q3	$719K	Sell	19,325 -5,100	-21%	-$190K	0.46%	56
2014 Q2	$963K	Sell	24,425 -500	-2%	-$19.7K	0.6%	49
2014 Q1	$1M	Sell	24,925 -100	-0.4%	-$4.02K	0.61%	49
2013 Q4	$934K	Sell	25,025 -270	-1%	-$10.1K	0.57%	54
2013 Q3	$854K	Sell	25,295 -200	-0.8%	-$6.75K	0.56%	59
2013 Q2	$864K	Buy	+25,495	New	+$864K	0.58%	54