BDO Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $281K | Sell |
9,263
-367
| -4% | -$11.1K | 0.03% | 224 |
|
|
2023
Q1 | $328K | Sell |
9,630
-558
| -5% | -$19K | 0.04% | 196 |
|
|
2022
Q4 | $438K | Buy |
10,188
+859
| +9% | +$37K | 0.05% | 182 |
|
|
2022
Q3 | $406K | Sell |
9,329
-809
| -8% | -$35.2K | 0.05% | 188 |
|
|
2022
Q2 | $481K | Sell |
10,138
-520
| -5% | -$24.7K | 0.06% | 178 |
|
|
2022
Q1 | $604K | Buy |
10,658
+651
| +7% | +$36.9K | 0.06% | 167 |
|
|
2021
Q4 | $586K | Buy |
10,007
+158
| +2% | +$9.25K | 0.06% | 171 |
|
|
2021
Q3 | $578K | Buy |
9,849
+375
| +4% | +$22K | 0.06% | 169 |
|
|
2021
Q2 | $526K | Buy |
9,474
+676
| +8% | +$37.5K | 0.06% | 181 |
|
|
2021
Q1 | $513K | Sell |
8,798
-517
| -6% | -$30.1K | 0.06% | 174 |
|
|
2020
Q4 | $446K | Buy |
9,315
+515
| +6% | +$24.7K | 0.06% | 152 |
|
|
2020
Q3 | $335K | Sell |
8,800
-320
| -4% | -$12.2K | 0.05% | 167 |
|
|
2020
Q2 | $342K | Buy |
9,120
+401
| +5% | +$15K | 0.06% | 156 |
|
|
2020
Q1 | $269K | Buy |
8,719
+571
| +7% | +$17.6K | 0.05% | 175 |
|
|
2019
Q4 | $459K | Buy |
8,148
+1,539
| +23% | +$86.7K | 0.12% | 116 |
|
|
2019
Q3 | $353K | Buy |
6,609
+261
| +4% | +$13.9K | 0.09% | 135 |
|
|
2019
Q2 | $312K | Buy |
6,348
+208
| +3% | +$10.2K | 0.09% | 140 |
|
|
2019
Q1 | $286K | Buy |
6,140
+1,283
| +26% | +$59.8K | 0.08% | 140 |
|
|
2018
Q4 | $210K | Buy |
4,857
+1,485
| +44% | +$64.2K | 0.07% | 142 |
|
|
2018
Q3 | $164K | Buy |
3,372
+141
| +4% | +$6.86K | 0.05% | 174 |
|
|
2018
Q2 | $163K | Buy |
3,231
+866
| +37% | +$43.7K | 0.06% | 170 |
|
|
2018
Q1 | $123K | Buy |
2,365
+583
| +33% | +$30.3K | 0.05% | 166 |
|
|
2017
Q4 | $89K | Buy |
1,782
+732
| +70% | +$36.6K | 0.04% | 157 |
|
|
2017
Q3 | $49K | Hold |
1,050
| – | – | 0.02% | 200 |
|
|
2017
Q2 | $48K | Buy |
+1,050
| New | +$48K | 0.02% | 239 |
|