Archford Capital Strategies’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,491
| Closed | -$1.15M | – | 238 |
|
|
2019
Q4 | $1.15M | Buy |
+20,491
| New | +$1.15M | 0.4% | 79 |
|
|
2019
Q3 | – | Sell |
-2,788
| Closed | -$137K | – | 487 |
|
|
2019
Q2 | $137K | Sell |
2,788
-7,690
| -73% | -$378K | 0.05% | 224 |
|
|
2019
Q1 | $488K | Sell |
10,478
-563
| -5% | -$26.2K | 0.18% | 157 |
|
|
2018
Q4 | $478K | Sell |
11,041
-390
| -3% | -$16.9K | 0.19% | 144 |
|
|
2018
Q3 | $555K | Sell |
11,431
-2,002
| -15% | -$97.2K | 0.2% | 140 |
|
|
2018
Q2 | $678K | Buy |
+13,433
| New | +$678K | 0.24% | 122 |
|
|
2018
Q1 | – | Sell |
-7,019
| Closed | -$349K | – | 706 |
|
|
2017
Q4 | $349K | Buy |
+7,019
| New | +$349K | 0.13% | 166 |
|
|
2017
Q2 | – | Sell |
-750
| Closed | -$34K | – | 578 |
|
|
2017
Q1 | $34K | Buy |
+750
| New | +$34K | 0.01% | 312 |
|
|
2016
Q4 | – | Sell |
-750
| Closed | -$28K | – | 741 |
|
|
2016
Q3 | $28K | Hold |
750
| – | – | 0.01% | 305 |
|
|
2016
Q2 | $27K | Buy |
+750
| New | +$27K | 0.01% | 306 |
|
|
2016
Q1 | – | Sell |
-425
| Closed | -$17K | – | 552 |
|
|
2015
Q4 | $17K | Buy |
+425
| New | +$17K | 0.01% | 390 |
|