Baker Avenue Asset Management’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
-297
Closed -$8.5K 1352
2023
Q3
$8.5K Sell
297
-8
-3% -$229 ﹤0.01% 795
2023
Q2
$9.26K Buy
305
+105
+53% +$3.19K ﹤0.01% 740
2023
Q1
$6.82K Sell
200
-156
-44% -$5.32K ﹤0.01% 819
2022
Q4
$15.3K Buy
+356
New +$15.3K ﹤0.01% 656