DF Dent & Co’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-12,394
| Closed | -$465K | – | 218 |
|
2020
Q2 | $465K | Sell |
12,394
-424
| -3% | -$15.9K | 0.01% | 151 |
|
2020
Q1 | $395K | Buy |
12,818
+595
| +5% | +$18.3K | 0.01% | 158 |
|
2019
Q4 | $688K | Buy |
12,223
+523
| +4% | +$29.4K | 0.01% | 158 |
|
2019
Q3 | $624K | Hold |
11,700
| – | – | 0.01% | 161 |
|
2019
Q2 | $575K | Hold |
11,700
| – | – | 0.01% | 163 |
|
2019
Q1 | $544K | Sell |
11,700
-93
| -0.8% | -$4.32K | 0.01% | 169 |
|
2018
Q4 | $511K | Hold |
11,793
| – | – | 0.01% | 171 |
|
2018
Q3 | $572K | Hold |
11,793
| – | – | 0.01% | 180 |
|
2018
Q2 | $595K | Buy |
+11,793
| New | +$595K | 0.01% | 175 |
|