Concert Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,670
| Closed | -$268K | – | 409 |
|
|
2017
Q1 | $268K | Buy |
5,670
+901
| +19% | +$42.6K | 0.06% | 377 |
|
|
2016
Q4 | $226K | Sell |
4,769
-823
| -15% | -$39K | 0.05% | 429 |
|
|
2016
Q3 | $212K | Sell |
5,592
-263
| -4% | -$9.97K | 0.03% | 626 |
|
|
2016
Q2 | $210K | Buy |
+5,855
| New | +$210K | 0.03% | 593 |
|
|
2016
Q1 | – | Sell |
-6,125
| Closed | -$231K | – | 708 |
|
|
2015
Q4 | $231K | Sell |
6,125
-1,138
| -16% | -$42.9K | 0.03% | 553 |
|
|
2015
Q3 | $260K | Buy |
7,263
+219
| +3% | +$7.84K | 0.04% | 522 |
|
|
2015
Q2 | $283K | Buy |
+7,044
| New | +$283K | 0.04% | 523 |
|
|
2015
Q1 | – | Sell |
-6,866
| Closed | -$269K | – | 606 |
|
|
2014
Q4 | $269K | Buy |
+6,866
| New | +$269K | 0.04% | 489 |
|
|
2014
Q3 | – | Sell |
-5,422
| Closed | -$201K | – | 578 |
|
|
2014
Q2 | $201K | Buy |
+5,422
| New | +$201K | 0.02% | 519 |
|