Andesa Financial 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
Q1 | – | Sell |
-5,699
| Closed | -$245K | – | 151 |
|
|
2022
Q4 | $245K | Sell |
5,699
-984
| -15% | -$42.3K | 0.13% | 130 |
|
|
2022
Q3 | $293K | Buy |
6,683
+909
| +16% | +$39.9K | 0.1% | 124 |
|
|
2022
Q2 | $274K | Sell |
5,774
-1,925
| -25% | -$91.3K | 0.17% | 107 |
|
|
2022
Q1 | $437K | Sell |
7,699
-1,932
| -20% | -$110K | 0.24% | 91 |
|
|
2021
Q4 | $564K | Buy |
9,631
+413
| +4% | +$24.2K | 0.28% | 83 |
|
|
2021
Q3 | $541K | Buy |
9,218
+56
| +0.6% | +$3.29K | 0.29% | 80 |
|
|
2021
Q2 | $509K | Buy |
9,162
+380
| +4% | +$21.1K | 0.15% | 94 |
|
|
2021
Q1 | $512K | Buy |
8,782
+426
| +5% | +$24.8K | 0.17% | 89 |
|
|
2020
Q4 | $399K | Buy |
8,356
+1,287
| +18% | +$61.5K | 0.26% | 88 |
|
|
2020
Q3 | $269K | Buy |
7,069
+381
| +6% | +$14.5K | 0.11% | 120 |
|
|
2020
Q2 | $252K | Buy |
+6,688
| New | +$252K | 0.22% | 93 |
|
|
2020
Q1 | – | Sell |
-4,024
| Closed | -$228K | – | 106 |
|
|
2019
Q4 | $228K | Buy |
+4,024
| New | +$228K | 0.2% | 92 |
|