Essex Savings Bank’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $599K | Sell |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q2 | $630K | Sell |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $502K | Sell |
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|
2020
Q3 | $407K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | $243K | Buy |
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|
2019
Q2 | $154K | Hold |
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|
2019
Q1 | $146K | Hold |
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|
2018
Q4 | $136K | Buy |
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