Beacon Investment Advisory Services’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-69,227
| Closed | -$2.1M | – | 285 |
|
|
2023
Q2 | $2.1M | Sell |
69,227
-2,002
| -3% | -$60.8K | 0.1% | 124 |
|
|
2023
Q1 | $2.43M | Buy |
71,229
+6,647
| +10% | +$227K | 0.12% | 117 |
|
|
2022
Q4 | $2.78M | Sell |
64,582
-2,095
| -3% | -$90.1K | 0.14% | 111 |
|
|
2022
Q3 | $2.9M | Sell |
66,677
-1,445
| -2% | -$62.9K | 0.16% | 104 |
|
|
2022
Q2 | $3.23M | Buy |
68,122
+844
| +1% | +$40K | 0.17% | 104 |
|
|
2022
Q1 | $3.81M | Buy |
67,278
+3,352
| +5% | +$190K | 0.16% | 102 |
|
|
2021
Q4 | $3.74M | Buy |
63,926
+353
| +0.6% | +$20.7K | 0.15% | 106 |
|
|
2021
Q3 | $3.73M | Buy |
63,573
+2,918
| +5% | +$171K | 0.15% | 107 |
|
|
2021
Q2 | $3.37M | Buy |
60,655
+1,875
| +3% | +$104K | 0.14% | 118 |
|
|
2021
Q1 | $3.43M | Buy |
58,780
+1,984
| +3% | +$116K | 0.15% | 112 |
|
|
2020
Q4 | $2.72M | Sell |
56,796
-3,562
| -6% | -$171K | 0.13% | 118 |
|
|
2020
Q3 | $2.3M | Sell |
60,358
-413
| -0.7% | -$15.7K | 0.12% | 121 |
|
|
2020
Q2 | $2.28M | Sell |
60,771
-7,252
| -11% | -$272K | 0.13% | 118 |
|
|
2020
Q1 | $2.1M | Sell |
68,023
-657
| -1% | -$20.3K | 0.15% | 110 |
|
|
2019
Q4 | $3.87M | Buy |
+68,680
| New | +$3.87M | 0.21% | 101 |
|