Banyan Partners’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$12.2M Sell
326,979
-16,430
-5% -$611K 1.03% 21
2014
Q2
$13.5M Sell
343,409
-13,734
-4% -$542K 1.14% 13
2014
Q1
$14.3M Buy
357,143
+2,667
+0.8% +$107K 1.24% 11
2013
Q4
$13.2M Buy
354,476
+57,101
+19% +$2.13M 0.93% 17
2013
Q3
$10M Buy
297,375
+54,599
+22% +$1.84M 0.89% 22
2013
Q2
$8.23M Buy
+242,776
New +$8.23M 1.62% 14