Denali Advisors’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 |
-13,800
| Closed | -$471K | – | 523 |
|
|
2023
Q1 | $471K | Sell |
13,800
-900
| -6% | -$30.7K | 0.2% | 116 |
|
|
2022
Q4 | $633K | Buy |
14,700
+1,100
| +8% | +$47.3K | 0.27% | 96 |
|
|
2022
Q3 | $592K | Sell |
13,600
-600
| -4% | -$26.1K | 0.28% | 90 |
|
|
2022
Q2 | $674K | Buy |
14,200
+3,100
| +28% | +$147K | 0.29% | 83 |
|
|
2022
Q1 | $629K | Buy |
11,100
+600
| +6% | +$34K | 0.24% | 102 |
|
|
2021
Q4 | $615K | Sell |
10,500
-200
| -2% | -$11.7K | 0.23% | 108 |
|
|
2021
Q3 | $628K | Buy |
+10,700
| New | +$628K | 0.26% | 104 |
|
|
2019
Q2 | – | Sell |
-38,100
| Closed | -$1.77M | – | 326 |
|
|
2019
Q1 | $1.77M | Buy |
+38,100
| New | +$1.77M | 0.28% | 69 |
|
|
2017
Q2 | – | Sell |
-68,100
| Closed | -$3.04M | – | 288 |
|
|
2017
Q1 | $3.04M | Buy |
+68,100
| New | +$3.04M | 0.45% | 65 |
|
|
2016
Q3 | – | Sell |
-29,300
| Closed | -$1.04M | – | 307 |
|
|
2016
Q2 | $1.04M | Sell |
29,300
-34,000
| -54% | -$1.21M | 0.18% | 97 |
|
|
2016
Q1 | $2.11M | Sell |
63,300
-800
| -1% | -$26.6K | 0.46% | 69 |
|
|
2015
Q4 | $2.42M | Sell |
64,100
-1,200
| -2% | -$45.4K | 0.54% | 62 |
|
|
2015
Q3 | $2.33M | Buy |
65,300
+7,900
| +14% | +$281K | 0.54% | 63 |
|
|
2015
Q2 | $2.31M | Buy |
57,400
+16,600
| +41% | +$669K | 0.5% | 68 |
|
|
2015
Q1 | $1.59M | Buy |
+40,800
| New | +$1.59M | 0.36% | 81 |
|
|
2014
Q3 | – | Sell |
-35,500
| Closed | -$1.4M | – | 269 |
|
|
2014
Q2 | $1.4M | Buy |
35,500
+26,200
| +282% | +$1.03M | 0.38% | 84 |
|
|
2014
Q1 | $374K | Buy |
+9,300
| New | +$374K | 0.11% | 113 |
|