Arlington Financial Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,400
| Closed | -$235K | – | 67 |
|
|
2022
Q3 | $235K | Hold |
5,400
| – | – | 0.12% | 47 |
|
|
2022
Q2 | $256K | Hold |
5,400
| – | – | 0.12% | 47 |
|
|
2022
Q1 | $306K | Hold |
5,400
| – | – | 0.12% | 48 |
|
|
2021
Q4 | $316K | Hold |
5,400
| – | – | 0.11% | 61 |
|
|
2021
Q3 | $317K | Sell |
5,400
-444
| -8% | -$26.1K | 0.12% | 50 |
|
|
2021
Q2 | $324K | Hold |
5,844
| – | – | 0.12% | 52 |
|
|
2021
Q1 | $341K | Hold |
5,844
| – | – | 0.14% | 50 |
|
|
2020
Q4 | $280K | Hold |
5,844
| – | – | 0.12% | 55 |
|
|
2020
Q3 | $222K | Buy |
5,844
+444
| +8% | +$16.9K | 0.11% | 55 |
|
|
2020
Q2 | $203K | Buy |
+5,400
| New | +$203K | 0.11% | 55 |
|
|
2020
Q1 | – | Sell |
-5,400
| Closed | -$304K | – | 62 |
|
|
2019
Q4 | $304K | Sell |
5,400
-962
| -15% | -$54.2K | 0.17% | 47 |
|
|
2019
Q3 | $340K | Hold |
6,362
| – | – | 0.19% | 44 |
|
|
2019
Q2 | $313K | Hold |
6,362
| – | – | 0.18% | 44 |
|
|
2019
Q1 | $296K | Hold |
6,362
| – | – | 0.17% | 48 |
|
|
2018
Q4 | $276K | Sell |
6,362
-183
| -3% | -$7.94K | 0.12% | 68 |
|
|
2018
Q3 | $332K | Sell |
6,545
-153
| -2% | -$7.76K | 0.2% | 43 |
|
|
2018
Q2 | $340K | Hold |
6,698
| – | – | 0.2% | 47 |
|
|
2018
Q1 | $351K | Hold |
6,698
| – | – | 0.23% | 44 |
|
|
2017
Q4 | $367K | Buy |
+6,698
| New | +$367K | 0.17% | 44 |
|