Altus Wealth Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,702
| Closed | -$573K | – | 145 |
|
|
2024
Q1 | $573K | Buy |
14,702
+972
| +7% | +$37.9K | 0.29% | 81 |
|
|
2023
Q4 | $507K | Buy |
13,730
+3,131
| +30% | +$116K | 0.28% | 83 |
|
|
2023
Q3 | $303K | Sell |
10,599
-222
| -2% | -$6.35K | 0.19% | 104 |
|
|
2023
Q2 | $328K | Buy |
10,821
+196
| +2% | +$5.95K | 0.2% | 107 |
|
|
2023
Q1 | $362K | Sell |
10,625
-369
| -3% | -$12.6K | 0.24% | 93 |
|
|
2022
Q4 | $473K | Buy |
10,994
+615
| +6% | +$26.5K | 0.36% | 71 |
|
|
2022
Q3 | $609K | Hold |
10,379
| – | – | 0.61% | 46 |
|
|
2022
Q2 | $609K | Buy |
10,379
+194
| +2% | +$11.4K | 0.61% | 46 |
|
|
2022
Q1 | $577K | Buy |
10,185
+37
| +0.4% | +$2.1K | 0.47% | 52 |
|
|
2021
Q4 | $594K | Sell |
10,148
-231
| -2% | -$13.5K | 0.49% | 50 |
|
|
2021
Q3 | $609K | Buy |
10,379
+1,178
| +13% | +$69.1K | 0.61% | 46 |
|
|
2021
Q2 | $511K | Buy |
9,201
+27
| +0.3% | +$1.5K | 0.5% | 49 |
|
|
2021
Q1 | $550K | Buy |
9,174
+292
| +3% | +$17.5K | 0.55% | 45 |
|
|
2020
Q4 | $426K | Buy |
+8,882
| New | +$426K | 0.41% | 48 |
|