Eagle Ridge Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,483
| Closed | -$252K | – | 150 |
|
|
2019
Q4 | $252K | Buy |
4,483
+356
| +9% | +$20K | 0.03% | 137 |
|
|
2019
Q3 | $220K | Hold |
4,127
| – | – | 0.03% | 140 |
|
|
2019
Q2 | $203K | Buy |
+4,127
| New | +$203K | 0.03% | 150 |
|
|
2018
Q4 | – | Sell |
-5,227
| Closed | -$254K | – | 175 |
|
|
2018
Q3 | $254K | Hold |
5,227
| – | – | 0.04% | 145 |
|
|
2018
Q2 | $264K | Hold |
5,227
| – | – | 0.04% | 145 |
|
|
2018
Q1 | $272K | Hold |
5,227
| – | – | 0.04% | 143 |
|
|
2017
Q4 | $260K | Hold |
5,227
| – | – | 0.04% | 154 |
|
|
2017
Q3 | $245K | Buy |
+5,227
| New | +$245K | 0.04% | 149 |
|