Baker Tilly Wealth 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
Q3 | – | Sell |
-11,761
| Closed | -$357K | – | 540 |
|
|
2023
Q2 | $357K | Sell |
11,761
-541
| -4% | -$16.4K | 0.04% | 425 |
|
|
2023
Q1 | $420K | Buy |
12,302
+2,765
| +29% | +$94.3K | 0.05% | 380 |
|
|
2022
Q4 | $410K | Sell |
9,537
-1,160
| -11% | -$49.9K | 0.05% | 374 |
|
|
2022
Q3 | $466K | Buy |
10,697
+58
| +0.5% | +$2.53K | 0.06% | 307 |
|
|
2022
Q2 | $505K | Buy |
10,639
+1,360
| +15% | +$64.6K | 0.07% | 302 |
|
|
2022
Q1 | $526K | Sell |
9,279
-3,004
| -24% | -$170K | 0.06% | 335 |
|
|
2021
Q4 | $719K | Buy |
12,283
+2,212
| +22% | +$129K | 0.08% | 279 |
|
|
2021
Q3 | $591K | Buy |
+10,071
| New | +$591K | 0.08% | 278 |
|