AA
Apriem Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,557
| Closed | -$208K | – | 155 |
|
|
2021
Q4 | $208K | Buy |
3,557
+38
| +1% | +$2.22K | 0.03% | 137 |
|
|
2021
Q3 | $206K | Buy |
+3,519
| New | +$206K | 0.03% | 143 |
|
|
2021
Q2 | – | Sell |
-3,519
| Closed | -$205K | – | 157 |
|
|
2021
Q1 | $205K | Buy |
+3,519
| New | +$205K | 0.03% | 138 |
|
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$101K | – | 353 |
|
|
2018
Q2 | $101K | Buy |
+2,000
| New | +$101K | 0.02% | 176 |
|
|
2017
Q2 | – | Sell |
-2,113
| Closed | -$94K | – | 497 |
|
|
2017
Q1 | $94K | Hold |
2,113
| – | – | 0.03% | 177 |
|
|
2016
Q4 | $99K | Buy |
2,113
+113
| +6% | +$5.29K | 0.03% | 169 |
|
|
2016
Q3 | $75K | Hold |
2,000
| – | – | 0.02% | 188 |
|
|
2016
Q2 | $71K | Sell |
2,000
-109
| -5% | -$3.87K | 0.02% | 193 |
|
|
2016
Q1 | $70K | Buy |
2,109
+109
| +5% | +$3.62K | 0.03% | 169 |
|
|
2015
Q4 | $76K | Hold |
2,000
| – | – | 0.03% | 161 |
|
|
2015
Q3 | $71K | Buy |
2,000
+600
| +43% | +$21.3K | 0.03% | 166 |
|
|
2015
Q2 | $56K | Hold |
1,400
| – | – | 0.02% | 202 |
|
|
2015
Q1 | $55K | Hold |
1,400
| – | – | 0.02% | 199 |
|
|
2014
Q4 | $54K | Buy |
1,400
+1,000
| +250% | +$38.6K | 0.02% | 184 |
|
|
2014
Q3 | $15K | Buy |
+400
| New | +$15K | 0.01% | 333 |
|