DG
Davidson & Garrard’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.15M | Sell |
67,126
-3,638
| -5% | -$171K | 0.74% | 51 |
|
|
2017
Q2 | $3.21M | Sell |
70,764
-1,354
| -2% | -$61.5K | 0.77% | 49 |
|
|
2017
Q1 | $3.22M | Sell |
72,118
-1,316
| -2% | -$58.8K | 0.77% | 49 |
|
|
2016
Q4 | $3.45M | Sell |
73,434
-3,236
| -4% | -$152K | 0.86% | 49 |
|
|
2016
Q3 | $2.89M | Sell |
76,670
-15,563
| -17% | -$587K | 0.72% | 52 |
|
|
2016
Q2 | $3.28M | Sell |
92,233
-768
| -0.8% | -$27.3K | 0.81% | 48 |
|
|
2016
Q1 | $3.09M | Buy |
93,001
+3,552
| +4% | +$118K | 0.79% | 48 |
|
|
2015
Q4 | $3.38M | Buy |
89,449
+11,018
| +14% | +$417K | 0.84% | 42 |
|
|
2015
Q3 | $2.79M | Sell |
78,431
-1,104
| -1% | -$39.3K | 0.72% | 56 |
|
|
2015
Q2 | $3.21M | Sell |
79,535
-2,609
| -3% | -$105K | 0.74% | 48 |
|
|
2015
Q1 | $3.2M | Sell |
82,144
-1,450
| -2% | -$56.5K | 0.73% | 52 |
|
|
2014
Q4 | $3.25M | Buy |
83,594
+3,638
| +5% | +$141K | 0.75% | 50 |
|
|
2014
Q3 | $2.98M | Buy |
79,956
+2,002
| +3% | +$74.5K | 0.72% | 52 |
|
|
2014
Q2 | $3.07M | Sell |
77,954
-8
| -0% | -$315 | 0.74% | 52 |
|
|
2014
Q1 | $3.13M | Buy |
77,962
+2,900
| +4% | +$117K | 0.78% | 51 |
|
|
2013
Q4 | $2.8M | Sell |
75,062
-2,679
| -3% | -$100K | 0.71% | 53 |
|
|
2013
Q3 | $2.62M | Buy |
77,741
+290
| +0.4% | +$9.79K | 0.74% | 55 |
|
|
2013
Q2 | $2.62M | Buy |
+77,451
| New | +$2.62M | 0.78% | 52 |
|