BerganKDV 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
Q2 | $3.55K | Sell |
117
-107
| -48% | -$3.25K | ﹤0.01% | 637 |
|
|
2023
Q1 | $7.65K | Buy |
224
+16
| +8% | +$546 | ﹤0.01% | 636 |
|
|
2022
Q4 | $8.94K | Sell |
208
-840
| -80% | -$36.1K | ﹤0.01% | 594 |
|
|
2022
Q3 | $46K | Sell |
1,048
-56
| -5% | -$2.46K | 0.01% | 380 |
|
|
2022
Q2 | $52K | Buy |
1,104
+1
| +0.1% | +$47 | 0.01% | 380 |
|
|
2022
Q1 | $63K | Sell |
1,103
-2,314
| -68% | -$132K | 0.01% | 371 |
|
|
2021
Q4 | $200K | Buy |
3,417
+2,315
| +210% | +$135K | 0.02% | 262 |
|
|
2021
Q3 | $65K | Buy |
1,102
+1
| +0.1% | +$59 | 0.01% | 368 |
|
|
2021
Q2 | $61K | Hold |
1,101
| – | – | 0.01% | 365 |
|
|
2021
Q1 | $64K | Sell |
1,101
-309
| -22% | -$18K | 0.01% | 344 |
|
|
2020
Q4 | $68K | Buy |
1,410
+56
| +4% | +$2.7K | 0.01% | 319 |
|
|
2020
Q3 | $52K | Sell |
1,354
-348
| -20% | -$13.4K | 0.01% | 332 |
|
|
2020
Q2 | $64K | Sell |
1,702
-444
| -21% | -$16.7K | 0.01% | 326 |
|
|
2020
Q1 | $66K | Hold |
2,146
| – | – | 0.01% | 294 |
|
|
2019
Q4 | $121K | Buy |
2,146
+1,609
| +300% | +$90.7K | 0.02% | 257 |
|
|
2019
Q3 | $29K | Hold |
537
| – | – | 0.01% | 388 |
|
|
2019
Q2 | $26K | Hold |
537
| – | – | 0.01% | 396 |
|
|
2019
Q1 | $25K | Hold |
537
| – | – | 0.01% | 410 |
|
|
2018
Q4 | $23K | Sell |
537
-311
| -37% | -$13.3K | 0.01% | 379 |
|
|
2018
Q3 | $41K | Hold |
848
| – | – | 0.01% | 342 |
|
|
2018
Q2 | $43K | Buy |
+848
| New | +$43K | 0.01% | 337 |
|