Capital Insight Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-87,608
| Closed | -$2.99M | – | 181 |
|
|
2023
Q1 | $2.99M | Buy |
87,608
+1,832
| +2% | +$62.5K | 0.7% | 51 |
|
|
2022
Q4 | $3.69M | Buy |
85,776
+1,431
| +2% | +$61.6K | 0.96% | 28 |
|
|
2022
Q3 | $3.67M | Sell |
84,345
-8,782
| -9% | -$382K | 0.99% | 27 |
|
|
2022
Q2 | $4.42M | Sell |
93,127
-2,117
| -2% | -$100K | 1.03% | 23 |
|
|
2022
Q1 | $5.4M | Buy |
95,244
+6,537
| +7% | +$371K | 1.1% | 19 |
|
|
2021
Q4 | $5.19M | Buy |
88,707
+1,111
| +1% | +$65.1K | 1.06% | 26 |
|
|
2021
Q3 | $5.14M | Buy |
87,596
+1,614
| +2% | +$94.7K | 1.12% | 22 |
|
|
2021
Q2 | $4.77M | Buy |
85,982
+22,032
| +34% | +$1.22M | 1.08% | 23 |
|
|
2021
Q1 | $3.73M | Sell |
63,950
-987
| -2% | -$57.6K | 0.91% | 34 |
|
|
2020
Q4 | $3.11M | Buy |
64,937
+529
| +0.8% | +$25.4K | 0.78% | 41 |
|
|
2020
Q3 | $2.45M | Buy |
64,408
+1,454
| +2% | +$55.3K | 0.69% | 54 |
|
|
2020
Q2 | $2.36M | Buy |
62,954
+3,256
| +5% | +$122K | 0.75% | 44 |
|
|
2020
Q1 | $1.84M | Buy |
59,698
+8,131
| +16% | +$251K | 0.97% | 34 |
|
|
2019
Q4 | $2.9M | Buy |
+51,567
| New | +$2.9M | 1.33% | 18 |
|