Douglas C. Lane & Associates’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $22.7M | Buy |
599,364
+180,884
| +43% | +$6.84M | 0.61% | 63 |
|
|
2015
Q3 | $14.9M | Buy |
418,480
+283,325
| +210% | +$10.1M | 0.42% | 84 |
|
|
2015
Q2 | $5.45M | Buy |
+135,155
| New | +$5.45M | 0.15% | 120 |
|
|
2015
Q1 | – | Sell |
-5,550
| Closed | -$216K | – | 249 |
|
|
2014
Q4 | $216K | Sell |
5,550
-174
| -3% | -$6.77K | 0.01% | 217 |
|
|
2014
Q3 | $213K | Buy |
5,724
+224
| +4% | +$8.34K | 0.01% | 207 |
|
|
2014
Q2 | $217K | Buy |
5,500
+500
| +10% | +$19.7K | 0.01% | 201 |
|
|
2014
Q1 | $201K | Buy |
+5,000
| New | +$201K | 0.01% | 204 |
|