Cornerstone Advisors (Washington)’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,994
| Closed | -$98K | – | 1315 |
|
|
2019
Q2 | $98K | Buy |
1,994
+422
| +27% | +$20.7K | 0.01% | 252 |
|
|
2019
Q1 | $73K | Sell |
1,572
-51
| -3% | -$2.37K | 0.01% | 277 |
|
|
2018
Q4 | $70K | Buy |
1,623
+155
| +11% | +$6.69K | 0.01% | 245 |
|
|
2018
Q3 | $71K | Buy |
1,468
+240
| +20% | +$11.6K | 0.05% | 260 |
|
|
2018
Q2 | $62K | Buy |
1,228
+21
| +2% | +$1.06K | 0.04% | 269 |
|
|
2018
Q1 | $63K | Buy |
1,207
+391
| +48% | +$20.4K | 0.04% | 257 |
|
|
2017
Q4 | $41K | Hold |
816
| – | – | 0.03% | 319 |
|
|
2017
Q3 | $38K | Hold |
816
| – | – | 0.03% | 319 |
|
|
2017
Q2 | $37K | Hold |
816
| – | – | 0.02% | 335 |
|
|
2017
Q1 | $36K | Hold |
816
| – | – | 0.02% | 341 |
|
|
2016
Q4 | $38K | Hold |
816
| – | – | 0.03% | 320 |
|
|
2016
Q3 | $31K | Buy |
816
+656
| +410% | +$24.9K | 0.03% | 359 |
|
|
2016
Q2 | $6K | Hold |
160
| – | – | 0.01% | 533 |
|
|
2016
Q1 | $5K | Buy |
160
+45
| +39% | +$1.41K | 0.01% | 569 |
|
|
2015
Q4 | $4K | Hold |
115
| – | – | ﹤0.01% | 619 |
|
|
2015
Q3 | $4K | Sell |
115
-43
| -27% | -$1.5K | ﹤0.01% | 611 |
|
|
2015
Q2 | $6K | Hold |
158
| – | – | ﹤0.01% | 388 |
|
|
2015
Q1 | $6K | Buy |
158
+72
| +84% | +$2.73K | ﹤0.01% | 417 |
|
|
2014
Q4 | $3K | Hold |
86
| – | – | ﹤0.01% | 515 |
|
|
2014
Q3 | $3K | Sell |
86
-56
| -39% | -$1.95K | ﹤0.01% | 353 |
|
|
2014
Q2 | $6K | Buy |
142
+43
| +43% | +$1.82K | 0.01% | 282 |
|
|
2014
Q1 | $4K | Buy |
99
+43
| +77% | +$1.74K | ﹤0.01% | 297 |
|
|
2013
Q4 | $2K | Buy |
56
+4
| +8% | +$143 | ﹤0.01% | 261 |
|
|
2013
Q3 | $2K | Buy |
52
+20
| +63% | +$769 | ﹤0.01% | 240 |
|
|
2013
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 268 |
|