Family Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-53,418
| Closed | -$2.43M | – | 73 |
|
|
2017
Q2 | $2.43M | Buy |
53,418
+9,080
| +20% | +$412K | 1.67% | 27 |
|
|
2017
Q1 | $1.98M | Buy |
44,338
+213
| +0.5% | +$9.52K | 1.36% | 24 |
|
|
2016
Q4 | $2.08M | Sell |
44,125
-1,600
| -3% | -$75.2K | 1.42% | 24 |
|
|
2016
Q3 | $1.73M | Buy |
+45,725
| New | +$1.73M | 0.98% | 31 |
|