CDH
Charles D. Hyman’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.89M | Sell |
99,991
-4,348
| -4% | -$169K | 0.22% | 73 |
|
|
2024
Q1 | $4.07M | Sell |
104,339
-3,650
| -3% | -$142K | 0.22% | 72 |
|
|
2023
Q4 | $3.99M | Sell |
107,989
-3,695
| -3% | -$136K | 0.24% | 68 |
|
|
2023
Q3 | $3.2M | Sell |
111,684
-858
| -0.8% | -$24.5K | 0.21% | 75 |
|
|
2023
Q2 | $3.42M | Sell |
112,542
-9,850
| -8% | -$299K | 0.21% | 73 |
|
|
2023
Q1 | $4.17M | Sell |
122,392
-2,220
| -2% | -$75.7K | 0.28% | 68 |
|
|
2022
Q4 | $5.36M | Sell |
124,612
-1,135
| -0.9% | -$48.8K | 0.37% | 53 |
|
|
2022
Q3 | $5.48M | Hold |
125,747
| – | – | 0.42% | 51 |
|
|
2022
Q2 | $5.96M | Sell |
125,747
-449
| -0.4% | -$21.3K | 0.43% | 51 |
|
|
2022
Q1 | $7.16M | Sell |
126,196
-3,763
| -3% | -$213K | 0.45% | 48 |
|
|
2021
Q4 | $7.61M | Sell |
129,959
-525
| -0.4% | -$30.7K | 0.48% | 46 |
|
|
2021
Q3 | $7.65M | Sell |
130,484
-1,218
| -0.9% | -$71.4K | 0.54% | 44 |
|
|
2021
Q2 | $7.31M | Sell |
131,702
-1,750
| -1% | -$97.1K | 0.51% | 45 |
|
|
2021
Q1 | $7.78M | Sell |
133,452
-1,750
| -1% | -$102K | 0.57% | 43 |
|
|
2020
Q4 | $6.48M | Sell |
135,202
-3,470
| -3% | -$166K | 0.52% | 45 |
|
|
2020
Q3 | $5.28M | Sell |
138,672
-14,346
| -9% | -$546K | 0.47% | 47 |
|
|
2020
Q2 | $5.75M | Buy |
153,018
+5,511
| +4% | +$207K | 0.55% | 44 |
|
|
2020
Q1 | $4.55M | Sell |
147,507
-3,211
| -2% | -$99K | 0.57% | 43 |
|
|
2019
Q4 | $8.49M | Buy |
150,718
+4,433
| +3% | +$250K | 0.83% | 37 |
|
|
2019
Q3 | $7.81M | Sell |
146,285
-1,150
| -0.8% | -$61.4K | 0.82% | 40 |
|
|
2019
Q2 | $7.24M | Sell |
147,435
-2,150
| -1% | -$106K | 0.76% | 41 |
|
|
2019
Q1 | $6.96M | Buy |
149,585
+725
| +0.5% | +$33.7K | 0.72% | 44 |
|
|
2018
Q4 | $6.45M | Sell |
148,860
-4,550
| -3% | -$197K | 0.76% | 44 |
|
|
2018
Q3 | $7.45M | Buy |
153,410
+680
| +0.4% | +$33K | 0.77% | 43 |
|
|
2018
Q2 | $7.7M | Sell |
152,730
-430
| -0.3% | -$21.7K | 0.87% | 42 |
|
|
2018
Q1 | $7.97M | Buy |
153,160
+1,500
| +1% | +$78.1K | 0.92% | 42 |
|
|
2017
Q4 | $7.54M | Sell |
151,660
-1,950
| -1% | -$97K | 0.87% | 43 |
|
|
2017
Q3 | $7.21M | Sell |
153,610
-6,100
| -4% | -$286K | 0.9% | 43 |
|
|
2017
Q2 | $7.25M | Sell |
159,710
-950
| -0.6% | -$43.1K | 0.93% | 43 |
|
|
2017
Q1 | $7.18M | Buy |
160,660
+6,120
| +4% | +$274K | 0.95% | 44 |
|
|
2016
Q4 | $7.27M | Buy |
154,540
+56,420
| +58% | +$2.65M | 1.02% | 43 |
|
|
2016
Q3 | $3.7M | Sell |
98,120
-3,500
| -3% | -$132K | 0.55% | 54 |
|
|
2016
Q2 | $3.62M | Sell |
101,620
-300
| -0.3% | -$10.7K | 0.54% | 55 |
|
|
2016
Q1 | $3.39M | Sell |
101,920
-6,530
| -6% | -$217K | 0.54% | 54 |
|
|
2015
Q4 | $4.1M | Buy |
108,450
+6,075
| +6% | +$230K | 0.68% | 46 |
|
|
2015
Q3 | $3.65M | Sell |
102,375
-670
| -0.7% | -$23.9K | 0.64% | 50 |
|
|
2015
Q2 | $4.15M | Sell |
103,045
-1,125
| -1% | -$45.4K | 0.67% | 51 |
|
|
2015
Q1 | $4.06M | Buy |
104,170
+900
| +0.9% | +$35.1K | 0.65% | 51 |
|
|
2014
Q4 | $4.02M | Sell |
103,270
-1,100
| -1% | -$42.8K | 0.65% | 50 |
|
|
2014
Q3 | $3.88M | Sell |
104,370
-5,700
| -5% | -$212K | 0.65% | 50 |
|
|
2014
Q2 | $4.34M | Sell |
110,070
-475
| -0.4% | -$18.7K | 0.73% | 48 |
|
|
2014
Q1 | $4.44M | Sell |
110,545
-200
| -0.2% | -$8.04K | 0.8% | 48 |
|
|
2013
Q4 | $4.13M | Buy |
110,745
+6,900
| +7% | +$258K | 0.76% | 50 |
|
|
2013
Q3 | $3.51M | Buy |
103,845
+26,700
| +35% | +$901K | 0.69% | 48 |
|
|
2013
Q2 | $2.61M | Buy |
+77,145
| New | +$2.61M | 0.54% | 54 |
|