DI
Disciplined Investments’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-56
| Closed | -$1.7K | – | 1389 |
|
|
2023
Q2 | $1.7K | Buy |
56
+12
| +27% | +$364 | ﹤0.01% | 729 |
|
|
2023
Q1 | $1.5K | Sell |
44
-18
| -29% | -$614 | ﹤0.01% | 796 |
|
|
2022
Q4 | $2.67K | Buy |
62
+20
| +48% | +$861 | ﹤0.01% | 524 |
|
|
2022
Q3 | $2K | Buy |
42
+3
| +8% | +$143 | ﹤0.01% | 727 |
|
|
2022
Q2 | $2K | Sell |
39
-20
| -34% | -$1.03K | ﹤0.01% | 747 |
|
|
2022
Q1 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 609 |
|
|
2020
Q3 | – | Sell |
-1,400
| Closed | -$53K | – | 440 |
|
|
2020
Q2 | $53K | Hold |
1,400
| – | – | 0.04% | 158 |
|
|
2020
Q1 | $43K | Hold |
1,400
| – | – | 0.04% | 165 |
|
|
2019
Q4 | $79K | Buy |
+1,400
| New | +$79K | 0.07% | 132 |
|