Cutler Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,840
| Closed | -$510K | – | 1760 |
|
|
2023
Q4 | $510K | Sell |
13,840
-1,959
| -12% | -$72.2K | 0.05% | 239 |
|
|
2023
Q3 | $452K | Buy |
15,799
+9,853
| +166% | +$282K | 0.05% | 263 |
|
|
2023
Q2 | $180K | Sell |
5,946
-36,146
| -86% | -$1.09M | 0.03% | 358 |
|
|
2023
Q1 | $1.44M | Buy |
42,092
+41,238
| +4,829% | +$1.41M | 0.15% | 103 |
|
|
2022
Q4 | $36K | Sell |
854
-1,092
| -56% | -$46K | ﹤0.01% | 919 |
|
|
2022
Q3 | $84K | Buy |
+1,946
| New | +$84K | 0.01% | 717 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2457 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2553 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2602 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2703 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2697 |
|
|
2021
Q1 | – | Sell |
-47
| Closed | -$2K | – | 2636 |
|
|
2020
Q4 | $2K | Sell |
47
-4,115
| -99% | -$175K | ﹤0.01% | 1666 |
|
|
2020
Q3 | $158K | Sell |
4,162
-4,785
| -53% | -$182K | 0.01% | 544 |
|
|
2020
Q2 | $335K | Buy |
8,947
+8,900
| +18,936% | +$333K | 0.02% | 325 |
|
|
2020
Q1 | $1K | Sell |
47
-76
| -62% | -$1.62K | ﹤0.01% | 1344 |
|
|
2019
Q4 | $6K | Buy |
+123
| New | +$6K | ﹤0.01% | 1306 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2115 |
|
|
2019
Q1 | – | Sell |
-3,300
| Closed | -$142K | – | 2164 |
|
|
2018
Q4 | $142K | Buy |
+3,300
| New | +$142K | 0.01% | 496 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2163 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 2245 |
|
|
2018
Q1 | – | Sell |
-5,200
| Closed | -$258K | – | 2447 |
|
|
2017
Q4 | $258K | Sell |
5,200
-4,800
| -48% | -$238K | 0.01% | 543 |
|
|
2017
Q3 | $469K | Buy |
+10,000
| New | +$469K | 0.02% | 466 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 3288 |
|
|
2017
Q1 | – | Sell |
-575
| Closed | -$27K | – | 3350 |
|
|
2016
Q4 | $27K | Sell |
575
-4,651
| -89% | -$218K | ﹤0.01% | 1784 |
|
|
2016
Q3 | $197K | Buy |
+5,226
| New | +$197K | 0.01% | 783 |
|
|
2016
Q2 | – | Sell |
-331
| Closed | -$11K | – | 3355 |
|
|
2016
Q1 | $11K | Buy |
331
+68
| +26% | +$2.26K | ﹤0.01% | 2007 |
|
|
2015
Q4 | $9K | Buy |
+263
| New | +$9K | ﹤0.01% | 2235 |
|