Baystate 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
Q4 | $18.7K | Buy |
507
+75
| +17% | +$2.77K | ﹤0.01% | 571 |
|
|
2023
Q3 | $12.4K | Buy |
432
+80
| +23% | +$2.29K | ﹤0.01% | 541 |
|
|
2023
Q2 | $10.7K | Buy |
352
+6
| +2% | +$182 | ﹤0.01% | 563 |
|
|
2023
Q1 | $11.8K | Buy |
346
+4
| +1% | +$137 | ﹤0.01% | 533 |
|
|
2022
Q4 | $15K | Buy |
342
+4
| +1% | +$175 | ﹤0.01% | 511 |
|
|
2022
Q3 | $15K | Buy |
338
+3
| +0.9% | +$133 | ﹤0.01% | 482 |
|
|
2022
Q2 | $16K | Buy |
335
+4
| +1% | +$191 | ﹤0.01% | 493 |
|
|
2022
Q1 | $19K | Buy |
331
+2
| +0.6% | +$115 | ﹤0.01% | 478 |
|
|
2021
Q4 | $19K | Buy |
329
+3
| +0.9% | +$173 | ﹤0.01% | 479 |
|
|
2021
Q3 | $19K | Buy |
326
+3
| +0.9% | +$175 | ﹤0.01% | 437 |
|
|
2021
Q2 | $18K | Buy |
323
+206
| +176% | +$11.5K | ﹤0.01% | 438 |
|
|
2021
Q1 | $7K | Buy |
117
+1
| +0.9% | +$60 | ﹤0.01% | 495 |
|
|
2020
Q4 | $6K | Hold |
116
| – | – | ﹤0.01% | 483 |
|
|
2020
Q3 | $4K | Sell |
116
-97
| -46% | -$3.35K | ﹤0.01% | 479 |
|
|
2020
Q2 | $8K | Sell |
213
-263
| -55% | -$9.88K | ﹤0.01% | 414 |
|
|
2020
Q1 | $15K | Sell |
476
-539
| -53% | -$17K | ﹤0.01% | 328 |
|
|
2019
Q4 | $57K | Buy |
1,015
+598
| +143% | +$33.6K | 0.01% | 216 |
|
|
2019
Q3 | $22K | Sell |
417
-77
| -16% | -$4.06K | ﹤0.01% | 284 |
|
|
2019
Q2 | $24K | Buy |
494
+412
| +502% | +$20K | ﹤0.01% | 286 |
|
|
2019
Q1 | $4K | Buy |
82
+1
| +1% | +$49 | ﹤0.01% | 456 |
|
|
2018
Q4 | $4K | Hold |
81
| – | – | ﹤0.01% | 469 |
|
|
2018
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 475 |
|
|
2018
Q2 | $4K | Buy |
81
+1
| +1% | +$49 | ﹤0.01% | 490 |
|
|
2018
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 454 |
|
|
2017
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 453 |
|
|
2017
Q3 | $4K | Sell |
80
-1,370
| -94% | -$68.5K | ﹤0.01% | 445 |
|
|
2017
Q2 | $65K | Buy |
1,450
+10
| +0.7% | +$448 | 0.01% | 156 |
|
|
2017
Q1 | $62K | Buy |
+1,440
| New | +$62K | 0.01% | 164 |
|