Centerpoint Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-136
| Closed | -$4K | – | 588 |
|
|
2023
Q3 | $4K | Hold |
136
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $4K | Sell |
136
-409
| -75% | -$12K | ﹤0.01% | 416 |
|
|
2023
Q1 | $19K | Buy |
+545
| New | +$19K | 0.01% | 263 |
|
|
2020
Q1 | – | Sell |
-60
| Closed | -$3K | – | 285 |
|
|
2019
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 240 |
|