CFAM
Center For Asset Management’s Truist Financial TFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-13,896
| Closed | -$474K | – | 130 |
|
2023
Q1 | $474K | Buy |
13,896
+2,755
| +25% | +$93.9K | 0.46% | 56 |
|
2022
Q4 | $479K | Buy |
11,141
+385
| +4% | +$16.6K | 0.45% | 58 |
|
2022
Q3 | $468K | Buy |
10,756
+1,864
| +21% | +$81.1K | 0.47% | 55 |
|
2022
Q2 | $422K | Buy |
+8,892
| New | +$422K | 0.39% | 61 |
|