Avantax Planning Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,242
| Closed | -$204K | – | 491 |
|
|
2024
Q1 | $204K | Buy |
+5,242
| New | +$204K | 0.01% | 444 |
|
|
2022
Q2 | – | Sell |
-3,649
| Closed | -$207K | – | 370 |
|
|
2022
Q1 | $207K | Sell |
3,649
-125
| -3% | -$7.09K | 0.01% | 338 |
|
|
2021
Q4 | $221K | Buy |
3,774
+308
| +9% | +$18K | 0.01% | 320 |
|
|
2021
Q3 | $203K | Buy |
+3,466
| New | +$203K | 0.01% | 318 |
|
|
2018
Q4 | – | Sell |
-595
| Closed | -$29K | – | 1096 |
|
|
2018
Q3 | $29K | Buy |
+595
| New | +$29K | ﹤0.01% | 619 |
|
|
2018
Q2 | – | Sell |
-1,143
| Closed | -$59K | – | 1338 |
|
|
2018
Q1 | $59K | Buy |
+1,143
| New | +$59K | 0.01% | 501 |
|