Altium Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $437K | Sell |
9,216
-4,190
| -31% | -$199K | 0.03% | 258 |
|
|
2022
Q1 | $760K | Sell |
13,406
-1,872
| -12% | -$106K | 0.05% | 194 |
|
|
2021
Q4 | $895K | Buy |
15,278
+2,189
| +17% | +$128K | 0.06% | 165 |
|
|
2021
Q3 | $768K | Buy |
13,089
+2,525
| +24% | +$148K | 0.05% | 162 |
|
|
2021
Q2 | $586K | Buy |
10,564
+555
| +6% | +$30.8K | 0.04% | 203 |
|
|
2021
Q1 | $584K | Buy |
10,009
+606
| +6% | +$35.4K | 0.05% | 189 |
|
|
2020
Q4 | $451K | Buy |
9,403
+1,371
| +17% | +$65.8K | 0.04% | 218 |
|
|
2020
Q3 | $306K | Sell |
8,032
-477
| -6% | -$18.2K | 0.03% | 261 |
|
|
2020
Q2 | $320K | Buy |
+8,509
| New | +$320K | 0.04% | 257 |
|
|
2020
Q1 | – | Sell |
-5,257
| Closed | -$296K | – | 354 |
|
|
2019
Q4 | $296K | Buy |
+5,257
| New | +$296K | 0.04% | 220 |
|