BMM
Buffington Mohr McNeal’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-40,865
| Closed | -$1.26M | – | 118 |
|
|
2020
Q1 | $1.26M | Sell |
40,865
-7,929
| -16% | -$244K | 0.42% | 53 |
|
|
2019
Q4 | $2.75M | Buy |
+48,794
| New | +$2.75M | 0.78% | 35 |
|
|
2018
Q3 | – | Sell |
-69,125
| Closed | -$3.49M | – | 117 |
|
|
2018
Q2 | $3.49M | Sell |
69,125
-250
| -0.4% | -$12.6K | 1.31% | 27 |
|
|
2018
Q1 | $3.61M | Sell |
69,375
-255
| -0.4% | -$13.3K | 1.38% | 26 |
|
|
2017
Q4 | $3.46M | Sell |
69,630
-510
| -0.7% | -$25.4K | 1.32% | 25 |
|
|
2017
Q3 | $3.42M | Sell |
70,140
-425
| -0.6% | -$20.7K | 1.33% | 24 |
|
|
2017
Q2 | $3.2M | Buy |
70,565
+35
| +0% | +$1.59K | 1.27% | 25 |
|
|
2017
Q1 | $3.15M | Buy |
70,530
+4,510
| +7% | +$202K | 1.39% | 23 |
|
|
2016
Q4 | $3.1M | Buy |
66,020
+3,395
| +5% | +$160K | 1.19% | 26 |
|
|
2016
Q3 | $2.36M | Buy |
62,625
+6,960
| +13% | +$263K | 0.99% | 31 |
|
|
2016
Q2 | $1.98M | Sell |
55,665
-3,550
| -6% | -$126K | 0.87% | 34 |
|
|
2016
Q1 | $1.97M | Buy |
59,215
+26,275
| +80% | +$874K | 0.87% | 34 |
|
|
2015
Q4 | $1.25M | Buy |
32,940
+26,040
| +377% | +$984K | 0.67% | 34 |
|
|
2015
Q3 | $246K | Buy |
+6,900
| New | +$246K | 0.16% | 56 |
|