Echo Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,385
| Closed | -$211K | – | 378 |
|
|
2023
Q3 | $211K | Buy |
+7,385
| New | +$211K | ﹤0.01% | 428 |
|
|
2023
Q2 | – | Sell |
-13,533
| Closed | -$461K | – | 593 |
|
|
2023
Q1 | $461K | Sell |
13,533
-3,538
| -21% | -$121K | ﹤0.01% | 273 |
|
|
2022
Q4 | $735K | Buy |
+17,071
| New | +$735K | 0.01% | 206 |
|
|
2022
Q2 | – | Sell |
-11,810
| Closed | -$670K | – | 707 |
|
|
2022
Q1 | $670K | Buy |
11,810
+4,810
| +69% | +$273K | ﹤0.01% | 336 |
|
|
2021
Q4 | $410K | Buy |
+7,000
| New | +$410K | ﹤0.01% | 461 |
|
|
2021
Q3 | – | Sell |
-8,432
| Closed | -$468K | – | 747 |
|
|
2021
Q2 | $468K | Buy |
+8,432
| New | +$468K | ﹤0.01% | 388 |
|
|
2021
Q1 | – | Sell |
-23,892
| Closed | -$1.15M | – | 598 |
|
|
2020
Q4 | $1.15M | Buy |
+23,892
| New | +$1.15M | 0.01% | 147 |
|