Annapolis Financial Services’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $29.5K | Hold |
690
| – | – | 0.01% | 195 |
|
|
2024
Q2 | $26.8K | Hold |
690
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $26.9K | Sell |
690
-3,022
| -81% | -$118K | 0.01% | 198 |
|
|
2023
Q4 | $137K | Sell |
3,712
-2,503
| -40% | -$92.4K | 0.03% | 135 |
|
|
2023
Q3 | $178K | Hold |
6,215
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $189K | Hold |
6,215
| – | – | 0.05% | 116 |
|
|
2023
Q1 | $212K | Hold |
6,215
| – | – | 0.06% | 107 |
|
|
2022
Q4 | $267K | Sell |
6,215
-343
| -5% | -$14.8K | 0.09% | 96 |
|
|
2022
Q3 | $286K | Buy |
6,558
+343
| +6% | +$15K | 0.11% | 94 |
|
|
2022
Q2 | $295K | Hold |
6,215
| – | – | 0.11% | 93 |
|
|
2022
Q1 | $352K | Sell |
6,215
-405
| -6% | -$22.9K | 0.11% | 92 |
|
|
2021
Q4 | $388K | Sell |
6,620
-2,659
| -29% | -$156K | 0.12% | 89 |
|
|
2021
Q3 | $544K | Buy |
9,279
+3,064
| +49% | +$180K | 0.18% | 77 |
|
|
2021
Q2 | $345K | Hold |
6,215
| – | – | 0.12% | 86 |
|
|
2021
Q1 | $362K | Hold |
6,215
| – | – | 0.13% | 74 |
|
|
2020
Q4 | $298K | Buy |
+6,215
| New | +$298K | 0.12% | 80 |
|