Carmichael Hill & Associates’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $235K | Sell |
5,502
-76
| -1% | -$3.25K | 0.08% | 157 |
|
|
2024
Q2 | $217K | Hold |
5,578
| – | – | 0.09% | 154 |
|
|
2024
Q1 | $217K | Buy |
5,578
+191
| +4% | +$7.45K | 0.09% | 153 |
|
|
2023
Q4 | $199K | Sell |
5,387
-210
| -4% | -$7.75K | 0.08% | 155 |
|
|
2023
Q3 | $160K | Buy |
5,597
+1,450
| +35% | +$41.5K | 0.07% | 167 |
|
|
2023
Q2 | $126K | Buy |
4,147
+229
| +6% | +$6.95K | 0.06% | 193 |
|
|
2023
Q1 | $134K | Buy |
3,918
+76
| +2% | +$2.59K | 0.06% | 181 |
|
|
2022
Q4 | $165K | Hold |
3,842
| – | – | 0.08% | 160 |
|
|
2022
Q3 | $167K | Hold |
3,842
| – | – | 0.09% | 155 |
|
|
2022
Q2 | $182K | Hold |
3,842
| – | – | 0.1% | 153 |
|
|
2022
Q1 | $218K | Hold |
3,842
| – | – | 0.1% | 142 |
|
|
2021
Q4 | $225K | Hold |
3,842
| – | – | 0.1% | 141 |
|
|
2021
Q3 | $225K | Hold |
3,842
| – | – | 0.11% | 132 |
|
|
2021
Q2 | $213K | Sell |
3,842
-137
| -3% | -$7.6K | 0.11% | 136 |
|
|
2021
Q1 | $232K | Sell |
3,979
-125
| -3% | -$7.29K | 0.13% | 127 |
|
|
2020
Q4 | $197K | Buy |
4,104
+181
| +5% | +$8.69K | 0.12% | 133 |
|
|
2020
Q3 | $149K | Hold |
3,923
| – | – | 0.1% | 145 |
|
|
2020
Q2 | $147K | Hold |
3,923
| – | – | 0.11% | 138 |
|
|
2020
Q1 | $121K | Hold |
3,923
| – | – | 0.11% | 141 |
|
|
2019
Q4 | $221K | Buy |
+3,923
| New | +$221K | 0.16% | 116 |
|