Dynamic Advisor Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,689
| Closed | -$202K | – | 803 |
|
|
2022
Q4 | $202K | Sell |
4,689
-18,714
| -80% | -$805K | 0.01% | 665 |
|
|
2022
Q3 | $1.02M | Buy |
23,403
+274
| +1% | +$11.9K | 0.08% | 247 |
|
|
2022
Q2 | $1.1M | Buy |
23,129
+323
| +1% | +$15.3K | 0.08% | 235 |
|
|
2022
Q1 | $1.29M | Buy |
22,806
+203
| +0.9% | +$11.5K | 0.09% | 226 |
|
|
2021
Q4 | $1.32M | Buy |
22,603
+3,642
| +19% | +$213K | 0.09% | 223 |
|
|
2021
Q3 | $1.11M | Buy |
18,961
+4,374
| +30% | +$257K | 0.08% | 266 |
|
|
2021
Q2 | $810K | Buy |
14,587
+4,246
| +41% | +$236K | 0.06% | 310 |
|
|
2021
Q1 | $603K | Buy |
10,341
+5,979
| +137% | +$349K | 0.06% | 337 |
|
|
2020
Q4 | $209K | Buy |
+4,362
| New | +$209K | 0.02% | 588 |
|
|
2020
Q3 | – | Sell |
-14,237
| Closed | -$535K | – | 609 |
|
|
2020
Q2 | $535K | Buy |
14,237
+1,875
| +15% | +$70.5K | 0.07% | 259 |
|
|
2020
Q1 | $381K | Sell |
12,362
-100
| -0.8% | -$3.08K | 0.07% | 288 |
|
|
2019
Q4 | $702K | Buy |
12,462
+1,159
| +10% | +$65.3K | 0.1% | 241 |
|
|
2019
Q3 | $603K | Buy |
11,303
+1
| +0% | +$53 | 0.09% | 243 |
|
|
2019
Q2 | $555K | Buy |
+11,302
| New | +$555K | 0.09% | 238 |
|
|
2018
Q3 | – | Sell |
-10,201
| Closed | -$515K | – | 432 |
|
|
2018
Q2 | $515K | Buy |
10,201
+163
| +2% | +$8.23K | 0.12% | 205 |
|
|
2018
Q1 | $522K | Buy |
10,038
+2
| +0% | +$104 | 0.13% | 181 |
|
|
2017
Q4 | $499K | Buy |
10,036
+1
| +0% | +$50 | 0.16% | 152 |
|
|
2017
Q3 | $471K | Hold |
10,035
| – | – | 0.19% | 147 |
|
|
2017
Q2 | $456K | Sell |
10,035
-3
| -0% | -$136 | 0.18% | 145 |
|
|
2017
Q1 | $449K | Sell |
10,038
-1,995
| -17% | -$89.2K | 0.18% | 138 |
|
|
2016
Q4 | $566K | Sell |
12,033
-89
| -0.7% | -$4.19K | 0.23% | 127 |
|
|
2016
Q3 | $457K | Buy |
+12,122
| New | +$457K | 0.17% | 147 |
|