BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $500K | Hold |
10,542
| – | – | 0.14% | 37 |
|
|
2022
Q1 | $598K | Sell |
10,542
-4,000
| -28% | -$227K | 0.16% | 36 |
|
|
2021
Q4 | $851K | Buy |
14,542
+2,864
| +25% | +$168K | 0.23% | 27 |
|
|
2021
Q3 | $685K | Buy |
11,678
+4,000
| +52% | +$235K | 0.21% | 25 |
|
|
2021
Q2 | $426K | Buy |
7,678
+337
| +5% | +$18.7K | 0.13% | 38 |
|
|
2021
Q1 | $428K | Hold |
7,341
| – | – | 0.14% | 37 |
|
|
2020
Q4 | $352K | Sell |
7,341
-900
| -11% | -$43.2K | 0.13% | 41 |
|
|
2020
Q3 | $314K | Buy |
8,241
+974
| +13% | +$37.1K | 0.14% | 40 |
|
|
2020
Q2 | $273K | Buy |
+7,267
| New | +$273K | 0.14% | 41 |
|
|
2020
Q1 | – | Sell |
-5,538
| Closed | -$312K | – | 70 |
|
|
2019
Q4 | $312K | Buy |
5,538
+998
| +22% | +$56.2K | 0.16% | 45 |
|
|
2019
Q3 | $242K | Hold |
4,540
| – | – | 0.14% | 47 |
|
|
2019
Q2 | $214K | Hold |
4,540
| – | – | 0.12% | 50 |
|
|
2019
Q1 | $211K | Sell |
4,540
-545
| -11% | -$25.3K | 0.12% | 56 |
|
|
2018
Q4 | $253K | Buy |
+5,085
| New | +$253K | 0.11% | 83 |
|