E.S. Barr & Co’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,450
| Closed | -$209K | – | 88 |
|
|
2016
Q4 | $209K | Buy |
+4,450
| New | +$209K | 0.02% | 87 |
|
|
2014
Q2 | – | Sell |
-5,450
| Closed | -$219K | – | 98 |
|
|
2014
Q1 | $219K | Sell |
5,450
-1,500
| -22% | -$60.3K | 0.03% | 84 |
|
|
2013
Q4 | $259K | Hold |
6,950
| – | – | 0.03% | 79 |
|
|
2013
Q3 | $235K | Sell |
6,950
-500
| -7% | -$16.9K | 0.03% | 79 |
|
|
2013
Q2 | $252K | Buy |
+7,450
| New | +$252K | 0.03% | 68 |
|