Charter Oak Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,376
| Closed | -$65K | – | 804 |
|
|
2022
Q2 | $65K | Sell |
1,376
-165
| -11% | -$7.79K | 0.01% | 295 |
|
|
2022
Q1 | $87K | Buy |
1,541
+46
| +3% | +$2.6K | 0.01% | 279 |
|
|
2021
Q4 | $88K | Hold |
1,495
| – | – | 0.01% | 274 |
|
|
2021
Q3 | $88K | Sell |
1,495
-350
| -19% | -$20.6K | 0.01% | 262 |
|
|
2021
Q2 | $102K | Hold |
1,845
| – | – | 0.01% | 238 |
|
|
2021
Q1 | $108K | Buy |
1,845
+192
| +12% | +$11.2K | 0.02% | 228 |
|
|
2020
Q4 | $79K | Buy |
+1,653
| New | +$79K | 0.01% | 248 |
|