Chicago Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,689
| Closed | -$296K | – | 313 |
|
|
2023
Q1 | $296K | Sell |
8,689
-1,187
| -12% | -$40.5K | 0.07% | 226 |
|
|
2022
Q4 | $425K | Buy |
9,876
+4,374
| +79% | +$188K | 0.11% | 187 |
|
|
2022
Q3 | $239K | Sell |
5,502
-135
| -2% | -$5.86K | 0.06% | 262 |
|
|
2022
Q2 | $267K | Buy |
5,637
+1,628
| +41% | +$77.1K | 0.07% | 246 |
|
|
2022
Q1 | $227K | Buy |
+4,009
| New | +$227K | 0.05% | 304 |
|