Curbstone Financial Management Corp’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,522
| Closed | -$426K | – | 199 |
|
|
2022
Q1 | $426K | Sell |
7,522
-140
| -2% | -$7.93K | 0.08% | 196 |
|
|
2021
Q4 | $449K | Sell |
7,662
-76
| -1% | -$4.45K | 0.08% | 189 |
|
|
2021
Q3 | $454K | Hold |
7,738
| – | – | 0.09% | 181 |
|
|
2021
Q2 | $429K | Sell |
7,738
-468
| -6% | -$25.9K | 0.08% | 186 |
|
|
2021
Q1 | $479K | Sell |
8,206
-412
| -5% | -$24K | 0.1% | 169 |
|
|
2020
Q4 | $413K | Sell |
8,618
-3,108
| -27% | -$149K | 0.09% | 171 |
|
|
2020
Q3 | $446K | Sell |
11,726
-1,486
| -11% | -$56.5K | 0.11% | 157 |
|
|
2020
Q2 | $496K | Hold |
13,212
| – | – | 0.13% | 146 |
|
|
2020
Q1 | $407K | Sell |
13,212
-478
| -3% | -$14.7K | 0.12% | 152 |
|
|
2019
Q4 | $771K | Buy |
+13,690
| New | +$771K | 0.18% | 129 |
|