Domani Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,106
| Closed | -$240K | – | 124 |
|
|
2021
Q4 | $240K | Buy |
+4,106
| New | +$240K | 0.05% | 115 |
|
|
2020
Q1 | – | Sell |
-3,603
| Closed | -$203K | – | 135 |
|
|
2019
Q4 | $203K | Buy |
+3,603
| New | +$203K | 0.07% | 111 |
|
|
2018
Q3 | – | Sell |
-5,090
| Closed | -$257K | – | 111 |
|
|
2018
Q2 | $257K | Sell |
5,090
-209
| -4% | -$10.6K | 0.12% | 90 |
|
|
2018
Q1 | $276K | Buy |
+5,299
| New | +$276K | 0.12% | 84 |
|
|
2016
Q4 | – | Sell |
-5,553
| Closed | -$209K | – | 114 |
|
|
2016
Q3 | $209K | Buy |
+5,553
| New | +$209K | 0.08% | 115 |
|
|
2016
Q2 | – | Sell |
-6,343
| Closed | -$211K | – | 116 |
|
|
2016
Q1 | $211K | Hold |
6,343
| – | – | 0.08% | 111 |
|
|
2015
Q4 | $240K | Sell |
6,343
-500
| -7% | -$18.9K | 0.09% | 106 |
|
|
2015
Q3 | $244K | Buy |
+6,843
| New | +$244K | 0.13% | 85 |
|