Empirical Wealth Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,113
Closed -$233K 526
2022
Q1
$233K Buy
4,113
+569
+16% +$32.2K 0.01% 443
2021
Q4
$208K Buy
+3,544
New +$208K 0.01% 494
2018
Q4
Sell
-8,391
Closed -$407K 226
2018
Q3
$407K Buy
+8,391
New +$407K 0.07% 135