Cardinal Strategic Wealth Guidance’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,291
| Closed | -$204K | – | 93 |
|
|
2022
Q2 | $204K | Hold |
4,291
| – | – | 0.1% | 60 |
|
|
2022
Q1 | $243K | Hold |
4,291
| – | – | 0.11% | 63 |
|
|
2021
Q4 | $251K | Hold |
4,291
| – | – | 0.12% | 66 |
|
|
2021
Q3 | $252K | Hold |
4,291
| – | – | 0.13% | 64 |
|
|
2021
Q2 | $238K | Hold |
4,291
| – | – | 0.13% | 63 |
|
|
2021
Q1 | $250K | Sell |
4,291
-1,000
| -19% | -$58.3K | 0.15% | 60 |
|
|
2020
Q4 | $254K | Hold |
5,291
| – | – | 0.15% | 51 |
|
|
2020
Q3 | $201K | Buy |
+5,291
| New | +$201K | 0.14% | 50 |
|
|
2020
Q1 | – | Sell |
-6,641
| Closed | -$374K | – | 55 |
|
|
2019
Q4 | $374K | Buy |
+6,641
| New | +$374K | 0.32% | 45 |
|