Charles Schwab Investment Advisory’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,099,779
| Closed | -$456M | – | 150 |
|
|
2019
Q4 | $456M | Buy |
8,099,779
+241,200
| +3% | +$13.6M | 0.65% | 35 |
|
|
2019
Q3 | $419M | Buy |
7,858,579
+294,758
| +4% | +$15.7M | 0.64% | 36 |
|
|
2019
Q2 | $372M | Buy |
7,563,821
+267,503
| +4% | +$13.1M | 0.59% | 43 |
|
|
2019
Q1 | $339M | Buy |
7,296,318
+198,679
| +3% | +$9.24M | 0.57% | 44 |
|
|
2018
Q4 | $307M | Buy |
7,097,639
+141,249
| +2% | +$6.12M | 0.58% | 43 |
|
|
2018
Q3 | $338M | Buy |
6,956,390
+88,390
| +1% | +$4.29M | 0.58% | 48 |
|
|
2018
Q2 | $346M | Buy |
+6,868,000
| New | +$346M | 0.63% | 38 |
|