Bartlett & Co’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $409K | Hold |
|
|||||
|
2023
Q3 | $314K | Hold |
|
|||||
|
2023
Q2 | $333K | Buy |
|
|||||
|
2023
Q1 | $362K | Buy |
|
|||||
|
2022
Q4 | $390K | Sell |
|
|||||
|
2022
Q3 | $513K | Sell |
|
|||||
|
2022
Q2 | $581K | Buy |
|
|||||
|
2022
Q1 | $689K | Sell |
|
|||||
|
2021
Q4 | $728K | Sell |
|
|||||
|
2021
Q3 | $818K | Buy |
|
|||||
|
2021
Q2 | $668K | Hold |
|
|||||
|
2021
Q1 | $702K | Hold |
|
|||||
|
2020
Q4 | $577K | Buy |
|
|||||
|
2020
Q3 | $380K | Sell |
|
|||||
|
2020
Q2 | $420K | Sell |
|
|||||
|
2020
Q1 | $369K | Buy |
|
|||||
|
2019
Q3 | $562K | Sell |
|
|||||
|
2019
Q2 | $551K | Buy |
|
|||||
|
2019
Q1 | $515K | Sell |
|
|||||
|
2018
Q4 | $510K | Hold |
|
|||||
|
2018
Q3 | $572K | Buy |
|
|||||
|
2018
Q2 | $535K | Sell |
|
|||||
|
2018
Q1 | $592K | Buy |
|
|||||
|
2017
Q4 | $547K | Hold |
|
|||||
|
2017
Q3 | $516K | Hold |
|
|||||
|
2017
Q2 | $500K | Buy |
|
|||||
|
2017
Q1 | $478K | Hold |
|
|||||
|
2016
Q4 | $503K | Hold |
|
|||||
|
2016
Q3 | $404K | Hold |
|
|||||
|
2016
Q2 | $381K | Hold |
|
|||||
|
2016
Q1 | $356K | Sell |
|
|||||
|
2015
Q4 | $415K | Hold |
|
|||||
|
2015
Q3 | $391K | Hold |
|
|||||
|
2015
Q2 | $443K | Buy |
|
|||||
|
2015
Q1 | $417K | Sell |
|
|||||
|
2014
Q4 | $420K | Buy |
|
|||||
|
2014
Q3 | $398K | Hold |
|
|||||
|
2014
Q2 | $422K | Hold |
|
|||||
|
2014
Q1 | $430K | Hold |
|
|||||
|
2013
Q4 | $399K | Hold |
|
|||||
|
2013
Q3 | $361K | Hold |
|
|||||
|
2013
Q2 | $363K | Buy |
|