Chase Investment Counsel’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,812
| Closed | -$499K | – | 125 |
|
|
2022
Q1 | $499K | Hold |
8,812
| – | – | 0.22% | 66 |
|
|
2021
Q4 | $515K | Hold |
8,812
| – | – | 0.21% | 69 |
|
|
2021
Q3 | $516K | Hold |
8,812
| – | – | 0.22% | 61 |
|
|
2021
Q2 | $489K | Buy |
+8,812
| New | +$489K | 0.2% | 69 |
|
|
2016
Q4 | – | Sell |
-9,664
| Closed | -$364K | – | 120 |
|
|
2016
Q3 | $364K | Buy |
+9,664
| New | +$364K | 0.16% | 90 |
|