Buckhead Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,101
| Closed | -$1.22M | – | 126 |
|
|
2023
Q2 | $1.22M | Hold |
40,101
| – | – | 0.29% | 75 |
|
|
2023
Q1 | $1.37M | Sell |
40,101
-2,068
| -5% | -$70.5K | 0.32% | 73 |
|
|
2022
Q4 | $1.81M | Buy |
42,169
+268
| +0.6% | +$11.5K | 0.44% | 66 |
|
|
2022
Q3 | $1.82M | Hold |
41,901
| – | – | 0.47% | 66 |
|
|
2022
Q2 | $1.99M | Hold |
41,901
| – | – | 0.49% | 61 |
|
|
2022
Q1 | $2.38M | Hold |
41,901
| – | – | 0.51% | 57 |
|
|
2021
Q4 | $2.45M | Sell |
41,901
-200
| -0.5% | -$11.7K | 0.52% | 62 |
|
|
2021
Q3 | $2.47M | Hold |
42,101
| – | – | 0.55% | 57 |
|
|
2021
Q2 | $2.34M | Sell |
42,101
-1,237
| -3% | -$68.7K | 0.52% | 59 |
|
|
2021
Q1 | $2.53M | Hold |
43,338
| – | – | 0.59% | 53 |
|
|
2020
Q4 | $2.08M | Hold |
43,338
| – | – | 0.52% | 53 |
|
|
2020
Q3 | $1.65M | Hold |
43,338
| – | – | 0.47% | 51 |
|
|
2020
Q2 | $1.63M | Buy |
43,338
+3,237
| +8% | +$122K | 0.5% | 52 |
|
|
2020
Q1 | $1.24M | Sell |
40,101
-323
| -0.8% | -$9.96K | 0.46% | 54 |
|
|
2019
Q4 | $2.28M | Buy |
+40,424
| New | +$2.28M | 0.64% | 52 |
|
|
2019
Q1 | – | Sell |
-13,000
| Closed | -$288K | – | 93 |
|
|
2018
Q4 | $288K | Buy |
+13,000
| New | +$288K | 0.1% | 86 |
|
|
2018
Q1 | – | Sell |
-13,000
| Closed | -$325K | – | 182 |
|
|
2017
Q4 | $325K | Buy |
+13,000
| New | +$325K | 0.07% | 153 |
|
|
2014
Q3 | – | Sell |
-95,785
| Closed | -$3.78M | – | 205 |
|
|
2014
Q2 | $3.78M | Buy |
95,785
+3,485
| +4% | +$137K | 0.53% | 58 |
|
|
2014
Q1 | $3.71M | Sell |
92,300
-31,865
| -26% | -$1.28M | 0.47% | 80 |
|
|
2013
Q4 | $4.63M | Sell |
124,165
-10,405
| -8% | -$388K | 0.6% | 57 |
|
|
2013
Q3 | $4.54M | Sell |
134,570
-340
| -0.3% | -$11.5K | 0.62% | 53 |
|
|
2013
Q2 | $4.57M | Buy |
+134,910
| New | +$4.57M | 0.58% | 64 |
|