Arete Wealth Advisors’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 |
-12,859
| Closed | -$553M | – | 718 |
|
|
2022
Q4 | $553M | Sell |
12,859
-1,726
| -12% | -$74.3M | 0.05% | 307 |
|
|
2022
Q3 | $635K | Buy |
14,585
+7,037
| +93% | +$306K | 0.06% | 257 |
|
|
2022
Q2 | $358K | Buy |
7,548
+484
| +7% | +$23K | 0.04% | 304 |
|
|
2022
Q1 | $401K | Buy |
7,064
+877
| +14% | +$49.8K | 0.03% | 331 |
|
|
2021
Q4 | $371K | Buy |
6,187
+1,607
| +35% | +$96.4K | 0.03% | 344 |
|
|
2021
Q3 | $269K | Buy |
+4,580
| New | +$269K | 0.03% | 344 |
|
|
2020
Q3 | – | Sell |
-11,307
| Closed | -$425K | – | 412 |
|
|
2020
Q2 | $425K | Sell |
11,307
-95
| -0.8% | -$3.57K | 0.07% | 241 |
|
|
2020
Q1 | $352K | Sell |
11,402
-2,263
| -17% | -$69.9K | 0.07% | 231 |
|
|
2019
Q4 | $770K | Buy |
+13,665
| New | +$770K | 0.13% | 182 |
|