Bard Financial Services’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,000
| Closed | -$470K | – | 212 |
|
|
2024
Q3 | $470K | Sell |
11,000
-1,700
| -13% | -$72.7K | 0.06% | 146 |
|
|
2024
Q2 | $493K | Sell |
12,700
-500
| -4% | -$19.4K | 0.05% | 153 |
|
|
2024
Q1 | $515K | Hold |
13,200
| – | – | 0.05% | 152 |
|
|
2023
Q4 | $487K | Buy |
+13,200
| New | +$487K | 0.05% | 155 |
|
|
2023
Q2 | – | Sell |
-50,930
| Closed | -$1.74M | – | 332 |
|
|
2023
Q1 | $1.74M | Buy |
50,930
+11,250
| +28% | +$384K | 0.14% | 127 |
|
|
2022
Q4 | $1.71M | Buy |
39,680
+1,950
| +5% | +$83.9K | 0.15% | 123 |
|
|
2022
Q3 | $1.64M | Buy |
37,730
+3,700
| +11% | +$161K | 0.15% | 120 |
|
|
2022
Q2 | $1.61M | Buy |
34,030
+14,050
| +70% | +$666K | 0.15% | 121 |
|
|
2022
Q1 | $1.13M | Sell |
19,980
-1,525
| -7% | -$86.5K | 0.09% | 145 |
|
|
2021
Q4 | $1.26M | Sell |
21,505
-7,425
| -26% | -$435K | 0.1% | 133 |
|
|
2021
Q3 | $1.7M | Sell |
28,930
-825
| -3% | -$48.4K | 0.15% | 114 |
|
|
2021
Q2 | $1.65M | Sell |
29,755
-6,350
| -18% | -$352K | 0.15% | 115 |
|
|
2021
Q1 | $2.11M | Sell |
36,105
-2,630
| -7% | -$153K | 0.2% | 103 |
|
|
2020
Q4 | $1.86M | Buy |
+38,735
| New | +$1.86M | 0.19% | 106 |
|