Capitolis Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-444,049
| Closed | -$26M | – | 462 |
|
|
2021
Q4 | $26M | Buy |
444,049
+16,878
| +4% | +$988K | 0.16% | 124 |
|
|
2021
Q3 | $26.4M | Buy |
+427,171
| New | +$26.4M | 0.24% | 85 |
|
|
2021
Q2 | – | Sell |
-369,302
| Closed | -$21.5M | – | 465 |
|
|
2021
Q1 | $21.5M | Buy |
369,302
+204,919
| +125% | +$12M | 0.37% | 63 |
|
|
2020
Q4 | $7.88M | Buy |
+164,383
| New | +$7.88M | 0.13% | 168 |
|