Collective Family Office’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 |
-8,518
| Closed | -$404K | – | 198 |
|
|
2022
Q2 | $404K | Sell |
8,518
-26
| -0.3% | -$1.23K | 0.17% | 125 |
|
|
2022
Q1 | $484K | Buy |
8,544
+52
| +0.6% | +$2.95K | 0.18% | 119 |
|
|
2021
Q4 | $497K | Sell |
8,492
-1,048
| -11% | -$61.3K | 0.2% | 115 |
|
|
2021
Q3 | $560K | Sell |
9,540
-610
| -6% | -$35.8K | 0.24% | 94 |
|
|
2021
Q2 | $563K | Hold |
10,150
| – | – | 0.24% | 100 |
|
|
2021
Q1 | $592K | Buy |
10,150
+1,995
| +24% | +$116K | 0.29% | 89 |
|
|
2020
Q4 | $391K | Buy |
+8,155
| New | +$391K | 0.22% | 112 |
|