ASB Consultores’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,631
| Closed | -$201K | – | 218 |
|
2024
Q4 | $201K | Sell |
4,631
-610
| -12% | -$26.5K | 0.08% | 208 |
|
2024
Q3 | $224K | Buy |
+5,241
| New | +$224K | 0.09% | 188 |
|
2024
Q2 | – | Sell |
-5,180
| Closed | -$202K | – | 282 |
|
2024
Q1 | $202K | Buy |
+5,180
| New | +$202K | 0.05% | 285 |
|
2023
Q1 | – | Sell |
-6,138
| Closed | -$264K | – | 219 |
|
2022
Q4 | $264K | Sell |
6,138
-1,639
| -21% | -$70.5K | 0.11% | 150 |
|
2022
Q3 | $339K | Hold |
7,777
| – | – | 0.16% | 103 |
|
2022
Q2 | $369K | Buy |
7,777
+1,594
| +26% | +$75.6K | 0.16% | 87 |
|
2022
Q1 | $351K | Buy |
6,183
+2
| +0% | +$114 | 0.15% | 129 |
|
2021
Q4 | $362K | Buy |
+6,181
| New | +$362K | 0.18% | 125 |
|