Contravisory Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,541
| Closed | -$442K | – | 378 |
|
|
2021
Q4 | $442K | Buy |
7,541
+959
| +15% | +$56.2K | 0.12% | 121 |
|
|
2021
Q3 | $386K | Buy |
6,582
+250
| +4% | +$14.7K | 0.12% | 121 |
|
|
2021
Q2 | $351K | Buy |
6,332
+110
| +2% | +$6.1K | 0.1% | 136 |
|
|
2021
Q1 | $363K | Sell |
6,222
-80
| -1% | -$4.67K | 0.11% | 101 |
|
|
2020
Q4 | $302K | Buy |
+6,302
| New | +$302K | 0.09% | 120 |
|
|
2019
Q1 | – | Sell |
-37
| Closed | -$2K | – | 342 |
|
|
2018
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 275 |
|
|
2018
Q3 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 270 |
|
|
2017
Q4 | – | Sell |
-70
| Closed | -$3K | – | 519 |
|
|
2017
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 342 |
|
|
2017
Q2 | – | Sell |
-70
| Closed | -$3K | – | 252 |
|
|
2017
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 254 |
|
|
2016
Q4 | $3K | Hold |
70
| – | – | ﹤0.01% | 249 |
|
|
2016
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 240 |
|