Avidian Wealth Enterprises’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,531
| Closed | -$530K | – | 483 |
|
|
2023
Q1 | $530K | Sell |
15,531
-1,042
| -6% | -$35.5K | 0.03% | 283 |
|
|
2022
Q4 | $713K | Buy |
16,573
+3,304
| +25% | +$142K | 0.05% | 221 |
|
|
2022
Q3 | $578K | Buy |
13,269
+375
| +3% | +$16.3K | 0.04% | 215 |
|
|
2022
Q2 | $612K | Buy |
12,894
+1,888
| +17% | +$89.6K | 0.04% | 235 |
|
|
2022
Q1 | $624K | Buy |
11,006
+178
| +2% | +$10.1K | 0.04% | 255 |
|
|
2021
Q4 | $634K | Buy |
10,828
+444
| +4% | +$26K | 0.04% | 254 |
|
|
2021
Q3 | $609K | Buy |
10,384
+1,041
| +11% | +$61.1K | 0.05% | 189 |
|
|
2021
Q2 | $519K | Buy |
9,343
+563
| +6% | +$31.3K | 0.04% | 215 |
|
|
2021
Q1 | $512K | Buy |
8,780
+520
| +6% | +$30.3K | 0.04% | 207 |
|
|
2020
Q4 | $396K | Buy |
8,260
+228
| +3% | +$10.9K | 0.04% | 220 |
|
|
2020
Q3 | $306K | Buy |
8,032
+137
| +2% | +$5.22K | 0.03% | 214 |
|
|
2020
Q2 | $296K | Buy |
7,895
+1,071
| +16% | +$40.2K | 0.04% | 196 |
|
|
2020
Q1 | $210K | Sell |
6,824
-154
| -2% | -$4.74K | 0.03% | 186 |
|
|
2019
Q4 | $393K | Buy |
+6,978
| New | +$393K | 0.06% | 145 |
|