Dean Investment Associates’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25,588
| Closed | -$873K | – | 216 |
|
|
2023
Q1 | $873K | Buy |
25,588
+3,383
| +15% | +$115K | 0.14% | 184 |
|
|
2022
Q4 | $955K | Sell |
22,205
-4,937
| -18% | -$212K | 0.16% | 184 |
|
|
2022
Q3 | $1.18M | Buy |
27,142
+87
| +0.3% | +$3.79K | 0.24% | 159 |
|
|
2022
Q2 | $1.28M | Sell |
27,055
-1,583
| -6% | -$75.1K | 0.25% | 163 |
|
|
2022
Q1 | $1.62M | Sell |
28,638
-711
| -2% | -$40.3K | 0.29% | 140 |
|
|
2021
Q4 | $1.72M | Sell |
29,349
-710
| -2% | -$41.6K | 0.3% | 128 |
|
|
2021
Q3 | $1.76M | Sell |
30,059
-1,762
| -6% | -$103K | 0.33% | 118 |
|
|
2021
Q2 | $1.77M | Sell |
31,821
-540
| -2% | -$30K | 0.33% | 125 |
|
|
2021
Q1 | $1.89M | Sell |
32,361
-1,119
| -3% | -$65.3K | 0.36% | 120 |
|
|
2020
Q4 | $1.61M | Sell |
33,480
-2,352
| -7% | -$113K | 0.33% | 128 |
|
|
2020
Q3 | $1.36M | Sell |
35,832
-1,346
| -4% | -$51.2K | 0.33% | 116 |
|
|
2020
Q2 | $1.4M | Sell |
37,178
-1,152
| -3% | -$43.3K | 0.33% | 127 |
|
|
2020
Q1 | $1.18M | Sell |
38,330
-3,931
| -9% | -$121K | 0.25% | 148 |
|
|
2019
Q4 | $2.38M | Sell |
42,261
-33,820
| -44% | -$1.9M | 0.37% | 124 |
|
|
2019
Q3 | $4.06M | Sell |
76,081
-813
| -1% | -$43.4K | 0.6% | 68 |
|
|
2019
Q2 | $3.78M | Sell |
76,894
-919
| -1% | -$45.2K | 0.54% | 86 |
|
|
2019
Q1 | $3.62M | Buy |
77,813
+6,642
| +9% | +$309K | 0.53% | 88 |
|
|
2018
Q4 | $3.08M | Sell |
71,171
-7,453
| -9% | -$323K | 0.49% | 94 |
|
|
2018
Q3 | $3.82M | Buy |
78,624
+4,018
| +5% | +$195K | 0.53% | 88 |
|
|
2018
Q2 | $3.76M | Sell |
74,606
-1,681
| -2% | -$84.8K | 0.56% | 84 |
|
|
2018
Q1 | $3.97M | Buy |
76,287
+12,023
| +19% | +$626K | 0.59% | 80 |
|
|
2017
Q4 | $3.2M | Buy |
64,264
+201
| +0.3% | +$9.99K | 0.49% | 95 |
|
|
2017
Q3 | $3.01M | Buy |
+64,063
| New | +$3.01M | 0.46% | 107 |
|