BMT Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.11M | Hold |
68,547
| – | – | 1.33% | 31 |
|
|
2019
Q4 | $3.86M | Buy |
68,547
+5,000
| +8% | +$282K | 1.78% | 8 |
|
|
2019
Q3 | $3.39M | Buy |
63,547
+1,900
| +3% | +$101K | 1.73% | 8 |
|
|
2019
Q2 | $3.03M | Buy |
61,647
+2,786
| +5% | +$137K | 1.59% | 12 |
|
|
2019
Q1 | $2.74M | Buy |
58,861
+206
| +0.4% | +$9.59K | 1.5% | 18 |
|
|
2018
Q4 | $2.54M | Buy |
58,655
+2,800
| +5% | +$121K | 1.61% | 10 |
|
|
2018
Q3 | $2.71M | Buy |
55,855
+2,325
| +4% | +$113K | 1.56% | 12 |
|
|
2018
Q2 | $2.7M | Buy |
53,530
+1,250
| +2% | +$63K | 1.72% | 8 |
|
|
2018
Q1 | $2.72M | Buy |
52,280
+5,000
| +11% | +$260K | 1.83% | 5 |
|
|
2017
Q4 | $2.35M | Buy |
47,280
+14,117
| +43% | +$702K | 1.7% | 6 |
|
|
2017
Q3 | $1.56M | Buy |
+33,163
| New | +$1.56M | 1.44% | 16 |
|