Dowling & Yahnke’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $499K | Sell |
11,459
-537
| -4% | -$23.4K | 0.02% | 278 |
|
|
2022
Q2 | $569K | Sell |
11,996
-663
| -5% | -$31.4K | 0.03% | 268 |
|
|
2022
Q1 | $718K | Sell |
12,659
-587
| -4% | -$33.3K | 0.03% | 249 |
|
|
2021
Q4 | $776K | Sell |
13,246
-190
| -1% | -$11.1K | 0.04% | 239 |
|
|
2021
Q3 | $788K | Sell |
13,436
-787
| -6% | -$46.2K | 0.04% | 231 |
|
|
2021
Q2 | $789K | Sell |
14,223
-384
| -3% | -$21.3K | 0.05% | 226 |
|
|
2021
Q1 | $852K | Sell |
14,607
-108
| -0.7% | -$6.3K | 0.06% | 217 |
|
|
2020
Q4 | $705K | Buy |
14,715
+334
| +2% | +$16K | 0.05% | 221 |
|
|
2020
Q3 | $547K | Sell |
14,381
-438
| -3% | -$16.7K | 0.04% | 226 |
|
|
2020
Q2 | $556K | Buy |
14,819
+1,024
| +7% | +$38.4K | 0.05% | 218 |
|
|
2020
Q1 | $425K | Buy |
13,795
+4,446
| +48% | +$137K | 0.04% | 227 |
|
|
2019
Q4 | $527K | Buy |
9,349
+790
| +9% | +$44.5K | 0.04% | 230 |
|
|
2019
Q3 | $457K | Buy |
8,559
+348
| +4% | +$18.6K | 0.04% | 234 |
|
|
2019
Q2 | $403K | Buy |
+8,211
| New | +$403K | 0.03% | 243 |
|
|
2018
Q4 | – | Sell |
-5,488
| Closed | -$266K | – | 277 |
|
|
2018
Q3 | $266K | Sell |
5,488
-201
| -4% | -$9.74K | 0.02% | 259 |
|
|
2018
Q2 | $287K | Sell |
5,689
-328
| -5% | -$16.5K | 0.03% | 250 |
|
|
2018
Q1 | $313K | Sell |
6,017
-1,000
| -14% | -$52K | 0.03% | 246 |
|
|
2017
Q4 | $349K | Sell |
7,017
-245
| -3% | -$12.2K | 0.03% | 252 |
|
|
2017
Q3 | $341K | Buy |
7,262
+22
| +0.3% | +$1.03K | 0.03% | 242 |
|
|
2017
Q2 | $329K | Buy |
7,240
+328
| +5% | +$14.9K | 0.03% | 240 |
|
|
2017
Q1 | $309K | Sell |
6,912
-3,300
| -32% | -$148K | 0.03% | 243 |
|
|
2016
Q4 | $480K | Buy |
10,212
+3,027
| +42% | +$142K | 0.05% | 213 |
|
|
2016
Q3 | $271K | Sell |
7,185
-1,222
| -15% | -$46.1K | 0.03% | 238 |
|
|
2016
Q2 | $299K | Buy |
8,407
+650
| +8% | +$23.1K | 0.04% | 234 |
|
|
2016
Q1 | $258K | Buy |
7,757
+335
| +5% | +$11.1K | 0.03% | 233 |
|
|
2015
Q4 | $281K | Buy |
7,422
+986
| +15% | +$37.3K | 0.04% | 233 |
|
|
2015
Q3 | $229K | Buy |
6,436
+591
| +10% | +$21K | 0.03% | 239 |
|
|
2015
Q2 | $236K | Buy |
+5,845
| New | +$236K | 0.03% | 243 |
|