Eagle Global Advisors’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
-8,217
Closed -$354K 227
2022
Q4
$354K Sell
8,217
-3,175
-28% -$137K 0.02% 180
2022
Q3
$496K Sell
11,392
-240,812
-95% -$10.5M 0.04% 160
2022
Q2
$12M Sell
252,204
-1,604
-0.6% -$76.1K 0.88% 34
2022
Q1
$14.4M Sell
253,808
-486
-0.2% -$27.6K 0.89% 32
2021
Q4
$14.9M Sell
254,294
-98,384
-28% -$5.76M 0.94% 31
2021
Q3
$20.7M Buy
352,678
+238
+0.1% +$14K 1.37% 19
2021
Q2
$19.6M Buy
352,440
+5,609
+2% +$311K 1.26% 21
2021
Q1
$20.2M Sell
346,831
-3,576
-1% -$209K 1.49% 18
2020
Q4
$16.8M Sell
350,407
-3,765
-1% -$180K 1.32% 23
2020
Q3
$13.5M Sell
354,172
-4,277
-1% -$163K 1.21% 28
2020
Q2
$13.5M Buy
358,449
+108,120
+43% +$4.06M 1.22% 23
2020
Q1
$7.72M Buy
250,329
+1,608
+0.6% +$49.6K 0.78% 41
2019
Q4
$14M Buy
+248,721
New +$14M 0.71% 36