Delos Wealth Advisors’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 |
-10
| Closed | -$370 | – | 458 |
|
|
2023
Q4 | $370 | Hold |
10
| – | – | ﹤0.01% | 281 |
|
|
2023
Q3 | $306 | Hold |
10
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $304 | Hold |
10
| – | – | ﹤0.01% | 331 |
|
|
2023
Q1 | $341 | Hold |
10
| – | – | ﹤0.01% | 334 |
|
|
2022
Q4 | $430 | Hold |
10
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 378 |
|
|
2022
Q2 | – | Sell |
-248
| Closed | -$14K | – | 262 |
|
|
2022
Q1 | $14K | Sell |
248
-270
| -52% | -$15.2K | 0.01% | 144 |
|
|
2021
Q4 | $30K | Buy |
518
+270
| +109% | +$15.6K | 0.03% | 105 |
|
|
2021
Q3 | $15K | Buy |
+248
| New | +$15K | 0.02% | 79 |
|