Center for Financial Planning’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-68
| Closed | -$2.65K | – | 625 |
|
|
2024
Q1 | $2.65K | Buy |
+68
| New | +$2.65K | ﹤0.01% | 507 |
|
|
2021
Q2 | – | Sell |
-71
| Closed | -$4K | – | 539 |
|
|
2021
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 464 |
|
|
2020
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 427 |
|
|
2020
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 396 |
|
|
2020
Q2 | $3K | Sell |
71
-270
| -79% | -$11.4K | ﹤0.01% | 401 |
|
|
2020
Q1 | $11K | Buy |
341
+270
| +380% | +$8.71K | ﹤0.01% | 315 |
|
|
2019
Q4 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 389 |
|