Assured Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13,568
| Closed | -$631K | – | 752 |
|
|
2019
Q1 | $631K | Sell |
13,568
-5,383
| -28% | -$250K | 0.01% | 496 |
|
|
2018
Q4 | $821K | Buy |
+18,951
| New | +$821K | 0.02% | 484 |
|
|
2018
Q2 | – | Sell |
-28,734
| Closed | -$1.5M | – | 1293 |
|
|
2018
Q1 | $1.5M | Buy |
+28,734
| New | +$1.5M | 0.03% | 392 |
|
|
2017
Q3 | – | Sell |
-15,092
| Closed | -$685K | – | 646 |
|
|
2017
Q2 | $685K | Buy |
15,092
+14,806
| +5,177% | +$672K | 0.01% | 399 |
|
|
2017
Q1 | $13K | Buy |
+286
| New | +$13K | ﹤0.01% | 550 |
|
|
2015
Q4 | – | Sell |
-21,551
| Closed | -$767K | – | 676 |
|
|
2015
Q3 | $767K | Buy |
+21,551
| New | +$767K | 0.01% | 240 |
|