CSat Investment Advisory’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$10K Sell
172
-24
-12% -$1.4K 0.01% 456
2020
Q4
$9K Sell
196
-31,514
-99% -$1.45M 0.01% 439
2020
Q3
$1.21M Buy
31,710
+11,605
+58% +$441K 0.11% 89
2020
Q2
$755K Buy
20,105
+1,447
+8% +$54.3K 0.09% 114
2020
Q1
$575K Sell
18,658
-192
-1% -$5.92K 0.12% 109
2019
Q4
$1.06M Buy
18,850
+9,513
+102% +$536K 0.28% 66
2019
Q3
$498K Buy
9,337
+186
+2% +$9.92K 0.16% 129
2019
Q2
$449K Buy
9,151
+1,196
+15% +$58.7K 0.16% 102
2019
Q1
$370K Sell
7,955
-25
-0.3% -$1.16K 0.19% 89
2018
Q4
$346K Sell
7,980
-7,013
-47% -$304K 0.21% 86
2018
Q3
$728K Buy
14,993
+1,501
+11% +$72.9K 0.41% 67
2018
Q2
$681K Buy
+13,492
New +$681K 0.36% 68