Berman Capital Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $306K | Buy |
5,244
+2,030
| +63% | +$118K | 0.05% | 201 |
|
|
2021
Q2 | $178K | Buy |
3,214
+633
| +25% | +$35.1K | 0.03% | 258 |
|
|
2021
Q1 | $149K | Buy |
2,581
+701
| +37% | +$40.5K | 0.03% | 231 |
|
|
2020
Q4 | $89K | Buy |
1,880
+102
| +6% | +$4.83K | 0.02% | 274 |
|
|
2020
Q3 | $67K | Sell |
1,778
-506
| -22% | -$19.1K | 0.02% | 283 |
|
|
2020
Q2 | $85K | Sell |
2,284
-1,515
| -40% | -$56.4K | 0.02% | 242 |
|
|
2020
Q1 | $116K | Buy |
3,799
+970
| +34% | +$29.6K | 0.04% | 177 |
|
|
2019
Q4 | $158K | Buy |
2,829
+2,500
| +760% | +$140K | 0.05% | 164 |
|
|
2019
Q3 | $17K | Sell |
329
-145
| -31% | -$7.49K | 0.01% | 560 |
|
|
2019
Q2 | $23K | Buy |
474
+152
| +47% | +$7.38K | 0.01% | 479 |
|
|
2019
Q1 | $14K | Buy |
322
+168
| +109% | +$7.3K | ﹤0.01% | 560 |
|
|
2018
Q4 | $6K | Buy |
+154
| New | +$6K | ﹤0.01% | 649 |
|