Bison Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,667
| Closed | -$585K | – | 420 |
|
|
2024
Q3 | $585K | Sell |
13,667
-10,051
| -42% | -$430K | 0.09% | 210 |
|
|
2024
Q2 | $925K | Hold |
23,718
| – | – | 0.15% | 148 |
|
|
2024
Q1 | $925K | Buy |
23,718
+105
| +0.4% | +$4.09K | 0.15% | 148 |
|
|
2023
Q4 | $872K | Sell |
23,613
-77
| -0.3% | -$2.84K | 0.15% | 146 |
|
|
2023
Q3 | $678K | Sell |
23,690
-609
| -3% | -$17.4K | 0.13% | 169 |
|
|
2023
Q2 | $737K | Buy |
24,299
+1,040
| +4% | +$31.6K | 0.14% | 162 |
|
|
2023
Q1 | $624K | Buy |
23,259
+3,242
| +16% | +$87K | 0.19% | 131 |
|
|
2022
Q4 | $970K | Buy |
20,017
+195
| +1% | +$9.45K | 0.31% | 105 |
|
|
2022
Q3 | $863K | Buy |
19,822
+2,027
| +11% | +$88.3K | 0.34% | 91 |
|
|
2022
Q2 | $844K | Sell |
17,795
-200
| -1% | -$9.49K | 0.48% | 58 |
|
|
2022
Q1 | $1.02M | Buy |
17,995
+650
| +4% | +$36.8K | 0.52% | 50 |
|
|
2021
Q4 | $1.02M | Sell |
17,345
-382
| -2% | -$22.4K | 0.59% | 43 |
|
|
2021
Q3 | $1.04M | Sell |
17,727
-1,027
| -5% | -$60.3K | 0.48% | 49 |
|
|
2021
Q2 | $1.04M | Sell |
18,754
-287
| -2% | -$15.9K | 0.46% | 55 |
|
|
2021
Q1 | $1.11M | Buy |
19,041
+386
| +2% | +$22.5K | 0.48% | 48 |
|
|
2020
Q4 | $894K | Buy |
18,655
+115
| +0.6% | +$5.51K | 0.42% | 56 |
|
|
2020
Q3 | $705K | Sell |
18,540
-4,490
| -19% | -$171K | 0.41% | 62 |
|
|
2020
Q2 | $865K | Buy |
23,030
+571
| +3% | +$21.4K | 0.55% | 50 |
|
|
2020
Q1 | $693K | Sell |
22,459
-2,910
| -11% | -$89.8K | 0.5% | 59 |
|
|
2019
Q4 | $1.43M | Buy |
25,369
+17,393
| +218% | +$980K | 0.68% | 39 |
|
|
2019
Q3 | $426K | Sell |
7,976
-398
| -5% | -$21.3K | 0.24% | 113 |
|
|
2019
Q2 | $411K | Sell |
8,374
-263
| -3% | -$12.9K | 0.24% | 120 |
|
|
2019
Q1 | $402K | Buy |
8,637
+209
| +2% | +$9.73K | 0.25% | 127 |
|
|
2018
Q4 | $365K | Buy |
8,428
+113
| +1% | +$4.89K | 0.27% | 111 |
|
|
2018
Q3 | $404K | Sell |
8,315
-100
| -1% | -$4.86K | 0.26% | 113 |
|
|
2018
Q2 | $424K | Buy |
8,415
+6
| +0.1% | +$302 | 0.32% | 96 |
|
|
2018
Q1 | $438K | Buy |
8,409
+311
| +4% | +$16.2K | 0.33% | 83 |
|
|
2017
Q4 | $403K | Sell |
8,098
-255
| -3% | -$12.7K | 0.3% | 94 |
|
|
2017
Q3 | $392K | Sell |
8,353
-119
| -1% | -$5.59K | 0.31% | 92 |
|
|
2017
Q2 | $385K | Sell |
8,472
-927
| -10% | -$42.1K | 0.32% | 87 |
|
|
2017
Q1 | $420K | Buy |
9,399
+604
| +7% | +$27K | 0.36% | 78 |
|
|
2016
Q4 | $414K | Hold |
8,795
| – | – | 0.35% | 75 |
|
|
2016
Q3 | $332K | Sell |
8,795
-22,135
| -72% | -$836K | 0.28% | 98 |
|
|
2016
Q2 | $1.1M | Sell |
30,930
-156
| -0.5% | -$5.55K | 0.66% | 51 |
|
|
2016
Q1 | $1.03M | Sell |
31,086
-12,229
| -28% | -$407K | 0.67% | 48 |
|
|
2015
Q4 | $1.64M | Buy |
43,315
+2,071
| +5% | +$78.3K | 0.93% | 25 |
|
|
2015
Q3 | $1.47M | Buy |
41,244
+275
| +0.7% | +$9.79K | 0.97% | 24 |
|
|
2015
Q2 | $1.65M | Sell |
40,969
-3,908
| -9% | -$157K | 0.96% | 24 |
|
|
2015
Q1 | $1.75M | Buy |
44,877
+1,806
| +4% | +$70.4K | 1.06% | 20 |
|
|
2014
Q4 | $1.68M | Buy |
+43,071
| New | +$1.68M | 1.27% | 17 |
|