Atlas Capital 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
Q4 | – | Sell |
-68
| Closed | -$1.95K | – | 924 |
|
|
2023
Q3 | $1.95K | Hold |
68
| – | – | ﹤0.01% | 810 |
|
|
2023
Q2 | $2.06K | Hold |
68
| – | – | ﹤0.01% | 824 |
|
|
2023
Q1 | $2.32K | Hold |
68
| – | – | ﹤0.01% | 830 |
|
|
2022
Q4 | $2.93K | Hold |
68
| – | – | ﹤0.01% | 815 |
|
|
2022
Q3 | $2.96K | Sell |
68
-250
| -79% | -$10.9K | ﹤0.01% | 814 |
|
|
2022
Q2 | $15.1K | Sell |
318
-1,442
| -82% | -$68.4K | ﹤0.01% | 714 |
|
|
2022
Q1 | $99.8K | Hold |
1,760
| – | – | 0.02% | 467 |
|
|
2021
Q4 | $103K | Hold |
1,760
| – | – | 0.02% | 449 |
|
|
2021
Q3 | $103K | Sell |
1,760
-19,111
| -92% | -$1.12M | 0.02% | 432 |
|
|
2021
Q2 | $1.16M | Sell |
20,871
-188
| -0.9% | -$10.4K | 0.19% | 102 |
|
|
2021
Q1 | $1.23M | Buy |
+21,059
| New | +$1.23M | 0.24% | 89 |
|
|
2020
Q1 | – | Sell |
-3,815
| Closed | -$215K | – | 708 |
|
|
2019
Q4 | $215K | Buy |
+3,815
| New | +$215K | 0.05% | 309 |
|
|
2019
Q3 | – | Sell |
-534
| Closed | -$26.2K | – | 693 |
|
|
2019
Q2 | $26.2K | Hold |
534
| – | – | 0.01% | 536 |
|
|
2019
Q1 | $24.8K | Hold |
534
| – | – | 0.01% | 465 |
|
|
2018
Q4 | $23.1K | Sell |
534
-140
| -21% | -$6.07K | 0.01% | 459 |
|
|
2018
Q3 | $33K | Buy |
+674
| New | +$33K | 0.01% | 440 |
|