Bessemer Securities’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,966
| Closed | -$199K | – | 103 |
|
|
2023
Q3 | $199K | Sell |
6,966
-9,430
| -58% | -$269K | 0.28% | 117 |
|
|
2023
Q2 | $498K | Sell |
16,396
-3,300
| -17% | -$100K | 0.33% | 103 |
|
|
2023
Q1 | $672K | Sell |
19,696
-5,400
| -22% | -$184K | 0.31% | 100 |
|
|
2022
Q4 | $1.08M | Hold |
25,096
| – | – | 0.48% | 77 |
|
|
2022
Q3 | $1.09M | Hold |
25,096
| – | – | 0.39% | 70 |
|
|
2022
Q2 | $1.19M | Hold |
25,096
| – | – | 0.42% | 71 |
|
|
2022
Q1 | $1.42M | Hold |
25,096
| – | – | 0.42% | 67 |
|
|
2021
Q4 | $1.47M | Buy |
25,096
+1,618
| +7% | +$94.7K | 0.4% | 71 |
|
|
2021
Q3 | $1.38M | Buy |
23,478
+3,100
| +15% | +$182K | 0.47% | 61 |
|
|
2021
Q2 | $1.13M | Hold |
20,378
| – | – | 0.44% | 62 |
|
|
2021
Q1 | $1.19M | Buy |
20,378
+5,780
| +40% | +$337K | 0.5% | 60 |
|
|
2020
Q4 | $700K | Hold |
14,598
| – | – | 0.29% | 40 |
|
|
2020
Q3 | $555K | Sell |
14,598
-100
| -0.7% | -$3.8K | 0.26% | 49 |
|
|
2020
Q2 | $552K | Hold |
14,698
| – | – | 0.28% | 43 |
|
|
2020
Q1 | $453K | Hold |
14,698
| – | – | 0.22% | 64 |
|
|
2019
Q4 | $828K | Buy |
+14,698
| New | +$828K | 0.32% | 55 |
|