Excalibur 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
Q4 | – | Sell |
-4,726
| Closed | -$206K | – | 161 |
|
|
2022
Q3 | $206K | Hold |
4,726
| – | – | 0.12% | 136 |
|
|
2022
Q2 | $224K | Sell |
4,726
-70
| -1% | -$3.32K | 0.12% | 136 |
|
|
2022
Q1 | $272K | Sell |
4,796
-33
| -0.7% | -$1.87K | 0.12% | 136 |
|
|
2021
Q4 | $283K | Buy |
4,829
+66
| +1% | +$3.87K | 0.11% | 136 |
|
|
2021
Q3 | $279K | Hold |
4,763
| – | – | 0.12% | 135 |
|
|
2021
Q2 | $264K | Buy |
4,763
+170
| +4% | +$9.42K | 0.12% | 137 |
|
|
2021
Q1 | $268K | Hold |
4,593
| – | – | 0.13% | 130 |
|
|
2020
Q4 | $220K | Buy |
+4,593
| New | +$220K | 0.12% | 136 |
|
|
2020
Q1 | – | Sell |
-4,717
| Closed | -$266K | – | 140 |
|
|
2019
Q4 | $266K | Buy |
+4,717
| New | +$266K | 0.17% | 90 |
|