Drive Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,812
| Closed | -$207K | – | 314 |
|
|
2022
Q4 | $207K | Sell |
4,812
-247
| -5% | -$10.6K | 0.1% | 215 |
|
|
2022
Q3 | $220K | Buy |
5,059
+364
| +8% | +$15.8K | 0.21% | 132 |
|
|
2022
Q2 | $223K | Buy |
4,695
+926
| +25% | +$44K | 0.2% | 136 |
|
|
2022
Q1 | $214K | Buy |
3,769
+245
| +7% | +$13.9K | 0.18% | 145 |
|
|
2021
Q4 | $206K | Buy |
+3,524
| New | +$206K | 0.18% | 141 |
|