American Research & Management Company’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $381K | Hold |
8,755
| – | – | 0.11% | 90 |
|
|
2022
Q2 | $415K | Hold |
8,755
| – | – | 0.11% | 92 |
|
|
2022
Q1 | $496K | Hold |
8,755
| – | – | 0.11% | 90 |
|
|
2021
Q4 | $513K | Hold |
8,755
| – | – | 0.11% | 93 |
|
|
2021
Q3 | $513K | Hold |
8,755
| – | – | 0.12% | 88 |
|
|
2021
Q2 | $486K | Hold |
8,755
| – | – | 0.11% | 93 |
|
|
2021
Q1 | $511K | Sell |
8,755
-361
| -4% | -$21.1K | 0.12% | 93 |
|
|
2020
Q4 | $437K | Hold |
9,116
| – | – | 0.11% | 98 |
|
|
2020
Q3 | $347K | Sell |
9,116
-194
| -2% | -$7.39K | 0.1% | 97 |
|
|
2020
Q2 | $350K | Hold |
9,310
| – | – | 0.11% | 95 |
|
|
2020
Q1 | $287K | Hold |
9,310
| – | – | 0.11% | 100 |
|
|
2019
Q4 | $524K | Buy |
9,310
+7,110
| +323% | +$400K | 0.16% | 90 |
|
|
2019
Q3 | $117K | Hold |
2,200
| – | – | 0.04% | 148 |
|
|
2019
Q2 | $108K | Hold |
2,200
| – | – | 0.03% | 159 |
|
|
2019
Q1 | $102K | Hold |
2,200
| – | – | 0.03% | 164 |
|
|
2018
Q4 | $95K | Hold |
2,200
| – | – | 0.03% | 147 |
|
|
2018
Q3 | $107K | Hold |
2,200
| – | – | 0.03% | 149 |
|
|
2018
Q2 | $111K | Hold |
2,200
| – | – | 0.04% | 130 |
|
|
2018
Q1 | $114K | Hold |
2,200
| – | – | 0.04% | 139 |
|
|
2017
Q4 | $109K | Buy |
+2,200
| New | +$109K | 0.03% | 145 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$4K | – | 378 |
|
|
2014
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 334 |
|
|
2014
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 347 |
|
|
2014
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 345 |
|
|
2013
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 348 |
|