Beacon Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,125
| Closed | -$588K | – | 154 |
|
|
2024
Q2 | $588K | Buy |
15,125
+6,071
| +67% | +$236K | 0.3% | 86 |
|
|
2024
Q1 | $353K | Sell |
9,054
-124
| -1% | -$4.83K | 0.2% | 103 |
|
|
2023
Q4 | $339K | Buy |
9,178
+129
| +1% | +$4.76K | 0.22% | 99 |
|
|
2023
Q3 | $259K | Sell |
9,049
-788
| -8% | -$22.5K | 0.18% | 103 |
|
|
2023
Q2 | $299K | Sell |
9,837
-400
| -4% | -$12.1K | 0.2% | 101 |
|
|
2023
Q1 | $349K | Buy |
10,237
+11
| +0.1% | +$375 | 0.25% | 96 |
|
|
2022
Q4 | $440K | Buy |
+10,226
| New | +$440K | 0.37% | 81 |
|