Dynamic Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-15,341
| Closed | -$763K | – | 235 |
|
|
2017
Q4 | $763K | Buy |
+15,341
| New | +$763K | 0.26% | 97 |
|
|
2017
Q3 | – | Sell |
-11,104
| Closed | -$504K | – | 319 |
|
|
2017
Q2 | $504K | Buy |
+11,104
| New | +$504K | 0.11% | 166 |
|
|
2016
Q2 | – | Sell |
-83,440
| Closed | -$2.78M | – | 486 |
|
|
2016
Q1 | $2.78M | Buy |
+83,440
| New | +$2.78M | 1.04% | 13 |
|
|
2015
Q4 | – | Sell |
-8,548
| Closed | -$304K | – | 448 |
|
|
2015
Q3 | $304K | Buy |
+8,548
| New | +$304K | 0.08% | 290 |
|
|
2014
Q4 | – | Sell |
-30,100
| Closed | -$1.12M | – | 403 |
|
|
2014
Q3 | $1.12M | Buy |
+30,100
| New | +$1.12M | 0.29% | 128 |
|
|
2013
Q4 | – | Sell |
-13,700
| Closed | -$462K | – | 493 |
|
|
2013
Q3 | $462K | Buy |
+13,700
| New | +$462K | 0.1% | 309 |
|