DA
Duality Advisers’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-71,154
| Closed | -$2.77M | – | 484 |
|
|
2024
Q1 | $2.77M | Sell |
71,154
-93,766
| -57% | -$3.65M | 0.27% | 117 |
|
|
2023
Q4 | $6.09M | Buy |
164,920
+65,780
| +66% | +$2.43M | 0.64% | 14 |
|
|
2023
Q3 | $2.84M | Buy |
+99,140
| New | +$2.84M | 0.34% | 86 |
|
|
2023
Q2 | – | Sell |
-17,092
| Closed | -$583K | – | 728 |
|
|
2023
Q1 | $583K | Buy |
+17,092
| New | +$583K | 0.07% | 382 |
|
|
2021
Q4 | – | Sell |
-49,801
| Closed | -$2.92M | – | 681 |
|
|
2021
Q3 | $2.92M | Buy |
+49,801
| New | +$2.92M | 0.22% | 184 |
|
|
2021
Q1 | – | Sell |
-32,907
| Closed | -$1.58M | – | 693 |
|
|
2020
Q4 | $1.58M | Buy |
+32,907
| New | +$1.58M | 0.12% | 265 |
|
|
2020
Q1 | – | Sell |
-118,434
| Closed | -$6.67M | – | 298 |
|
|
2019
Q4 | $6.67M | Buy |
118,434
+57,264
| +94% | +$3.23M | 0.4% | 81 |
|
|
2019
Q3 | $3.27M | Buy |
+61,170
| New | +$3.27M | 0.18% | 169 |
|