D. Scott Neal’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,064	Closed	-$351K	–	61
2022 Q3	$351K	Hold	8,064	–	–	0.15%	40
2022 Q2	$382K	Hold	8,064	–	–	0.16%	40
2022 Q1	$457K	Hold	8,064	–	–	0.18%	41
2021 Q4	$472K	Hold	8,064	–	–	0.18%	36
2021 Q3	$473K	Buy	8,064 +34	+0.4%	+$1.99K	0.2%	27
2021 Q2	$446K	Buy	8,030 +145	+2%	+$8.05K	0.2%	27
2021 Q1	$460K	Hold	7,885	–	–	0.21%	25
2020 Q4	$378K	Sell	7,885 -86	-1%	-$4.12K	0.18%	26
2020 Q3	$303K	Hold	7,971	–	–	0.17%	27
2020 Q2	$299K	Hold	7,971	–	–	0.19%	27
2020 Q1	$246K	Hold	7,971	–	–	0.15%	27
2019 Q4	$449K	Hold	7,971	–	–	0.22%	28
2019 Q3	$425K	Buy	7,971 +139	+2%	+$7.41K	0.22%	24
2019 Q2	$385K	Buy	7,832 +1,170	+18%	+$57.5K	0.21%	22
2019 Q1	$310K	Sell	6,662 -10	-0.1%	-$465	0.16%	20
2018 Q4	$289K	Sell	6,672 -77	-1%	-$3.34K	0.16%	20
2018 Q3	$328K	Hold	6,749	–	–	0.17%	25
2018 Q2	$340K	Hold	6,749	–	–	0.19%	26
2018 Q1	$351K	Hold	6,749	–	–	0.2%	28
2017 Q4	$336K	Sell	6,749 -105	-2%	-$5.23K	0.2%	34
2017 Q3	$322K	Sell	6,854 -55	-0.8%	-$2.58K	0.19%	33
2017 Q2	$314K	Hold	6,909	–	–	0.21%	33
2017 Q1	$309K	Hold	6,909	–	–	0.2%	35
2016 Q4	$325K	Hold	6,909	–	–	0.23%	27
2016 Q3	$261K	Sell	6,909 -68	-1%	-$2.57K	0.2%	26
2016 Q2	$248K	Hold	6,977	–	–	0.22%	27
2016 Q1	$232K	Hold	6,977	–	–	0.22%	29
2015 Q4	$264K	Hold	6,977	–	–	0.21%	27
2015 Q3	$248K	Sell	6,977 -1,000	-13%	-$35.5K	0.21%	30
2015 Q2	$322K	Hold	7,977	–	–	0.22%	31
2015 Q1	$311K	Hold	7,977	–	–	0.22%	29
2014 Q4	$310K	Hold	7,977	–	–	0.22%	31
2014 Q3	$298K	Buy	+7,977	New	+$298K	0.24%	30
2014 Q1	–	Sell	-6,977	Closed	-$260K	–	42
2013 Q4	$260K	Buy	+6,977	New	+$260K	0.23%	33