Diligent Investors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,567
| Closed | -$217K | – | 350 |
|
|
2024
Q1 | $217K | Sell |
5,567
-103
| -2% | -$4.02K | 0.05% | 304 |
|
|
2023
Q4 | $209K | Buy |
+5,670
| New | +$209K | 0.06% | 294 |
|
|
2021
Q2 | – | Sell |
-3,467
| Closed | -$202K | – | 250 |
|
|
2021
Q1 | $202K | Buy |
+3,467
| New | +$202K | 0.07% | 215 |
|
|
2020
Q1 | – | Sell |
-5,255
| Closed | -$296K | – | 208 |
|
|
2019
Q4 | $296K | Hold |
5,255
| – | – | 0.13% | 156 |
|
|
2019
Q3 | $280K | Sell |
5,255
-255
| -5% | -$13.6K | 0.14% | 165 |
|
|
2019
Q2 | $271K | Hold |
5,510
| – | – | 0.13% | 169 |
|
|
2019
Q1 | $256K | Hold |
5,510
| – | – | 0.15% | 156 |
|
|
2018
Q4 | $239K | Sell |
5,510
-1,802
| -25% | -$78.2K | 0.16% | 150 |
|
|
2018
Q3 | $355K | Hold |
7,312
| – | – | 0.19% | 135 |
|
|
2018
Q2 | $369K | Hold |
7,312
| – | – | 0.22% | 118 |
|
|
2018
Q1 | $381K | Hold |
7,312
| – | – | 0.23% | 116 |
|
|
2017
Q4 | $364K | Hold |
7,312
| – | – | 0.23% | 120 |
|
|
2017
Q3 | $343K | Sell |
7,312
-100
| -1% | -$4.69K | 0.25% | 104 |
|
|
2017
Q2 | $337K | Hold |
7,412
| – | – | 0.24% | 109 |
|
|
2017
Q1 | $332K | Hold |
7,412
| – | – | 0.25% | 101 |
|
|
2016
Q4 | $348K | Sell |
7,412
-200
| -3% | -$9.39K | 0.28% | 93 |
|
|
2016
Q3 | $288K | Sell |
7,612
-100
| -1% | -$3.78K | 0.23% | 113 |
|
|
2016
Q2 | $275K | Hold |
7,712
| – | – | 0.26% | 107 |
|
|
2016
Q1 | $257K | Hold |
7,712
| – | – | 0.28% | 108 |
|
|
2015
Q4 | $292K | Sell |
7,712
-600
| -7% | -$22.7K | 0.33% | 90 |
|
|
2015
Q3 | $311K | Sell |
8,312
-800
| -9% | -$29.9K | 0.33% | 91 |
|
|
2015
Q2 | $375K | Hold |
9,112
| – | – | 0.39% | 78 |
|
|
2015
Q1 | $351K | Hold |
9,112
| – | – | 0.36% | 82 |
|
|
2014
Q4 | $342K | Buy |
+9,112
| New | +$342K | 0.35% | 87 |
|