BBR Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,422
| Closed | -$257K | – | 226 |
|
|
2022
Q2 | $257K | Hold |
5,422
| – | – | 0.03% | 182 |
|
|
2022
Q1 | $307K | Sell |
5,422
-119
| -2% | -$6.74K | 0.03% | 179 |
|
|
2021
Q4 | $324K | Buy |
5,541
+119
| +2% | +$6.96K | 0.04% | 151 |
|
|
2021
Q3 | $318K | Hold |
5,422
| – | – | 0.03% | 167 |
|
|
2021
Q2 | $301K | Sell |
5,422
-167
| -3% | -$9.27K | 0.02% | 156 |
|
|
2021
Q1 | $326K | Buy |
5,589
+154
| +3% | +$8.98K | 0.03% | 157 |
|
|
2020
Q4 | $260K | Buy |
5,435
+13
| +0.2% | +$622 | 0.02% | 158 |
|
|
2020
Q3 | $206K | Buy |
+5,422
| New | +$206K | 0.02% | 170 |
|