Bank of the West’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10,072	Closed	-$378K	–	228
2020 Q2	$378K	Sell	10,072 -5,772	-36%	-$217K	0.05%	187
2020 Q1	$488K	Sell	15,844 -6,332	-29%	-$195K	0.08%	179
2019 Q4	$1.25M	Buy	+22,176	New	+$1.25M	0.15%	127