Cutler Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,084
| Closed | -$203K | – | 112 |
|
|
2023
Q3 | $203K | Buy |
+7,084
| New | +$203K | 0.09% | 97 |
|
|
2017
Q1 | – | Sell |
-8,000
| Closed | -$376K | – | 85 |
|
|
2016
Q4 | $376K | Sell |
8,000
-9,000
| -53% | -$423K | 0.18% | 62 |
|
|
2016
Q3 | $641K | Sell |
17,000
-1,000
| -6% | -$37.7K | 0.21% | 48 |
|
|
2016
Q2 | $641 | Sell |
18,000
-1,000
| -5% | -$36 | 0.18% | 50 |
|
|
2016
Q1 | $632K | Buy |
19,000
+8,000
| +73% | +$266K | 0.3% | 48 |
|
|
2015
Q4 | $416K | Hold |
11,000
| – | – | 0.19% | 58 |
|
|
2015
Q3 | $392K | Hold |
11,000
| – | – | 0.18% | 58 |
|
|
2015
Q2 | $443K | Hold |
11,000
| – | – | 0.2% | 57 |
|
|
2015
Q1 | $429K | Buy |
11,000
+8,000
| +267% | +$312K | 0.19% | 59 |
|
|
2014
Q4 | $117K | Sell |
3,000
-8,000
| -73% | -$312K | 0.05% | 78 |
|
|
2014
Q3 | $409K | Buy |
11,000
+2,000
| +22% | +$74.4K | 0.17% | 57 |
|
|
2014
Q2 | $355K | Buy |
9,000
+1,800
| +25% | +$71K | 0.14% | 74 |
|
|
2014
Q1 | $289K | Sell |
7,200
-2,800
| -28% | -$112K | 0.11% | 83 |
|
|
2013
Q4 | $373K | Buy |
10,000
+1,500
| +18% | +$56K | 0.15% | 79 |
|
|
2013
Q3 | $287K | Buy |
8,500
+3,500
| +70% | +$118K | 0.12% | 89 |
|
|
2013
Q2 | $169K | Buy |
+5,000
| New | +$169K | 0.07% | 95 |
|