Concert Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $268K | Buy |
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|
2016
Q4 | $226K | Sell |
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|
2016
Q3 | $212K | Sell |
|
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|
2016
Q2 | $210K | Buy |
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|
2016
Q1 | – | Sell |
|
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|
2015
Q4 | $231K | Sell |
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|
2015
Q3 | $260K | Buy |
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|
2015
Q2 | $283K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $269K | Buy |
|
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|
2014
Q3 | – | Sell |
|
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|
2014
Q2 | $201K | Buy |
|