FDO Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20,891
| Closed | -$1.04M | – | 116 |
|
|
2017
Q4 | $1.04M | Sell |
20,891
-6,918
| -25% | -$344K | 0.89% | 23 |
|
|
2017
Q3 | $1.31M | Buy |
+27,809
| New | +$1.31M | 0.52% | 78 |
|
|
2017
Q2 | – | Sell |
-29,920
| Closed | -$1.34M | – | 295 |
|
|
2017
Q1 | $1.34M | Buy |
29,920
+12,865
| +75% | +$575K | 0.33% | 127 |
|
|
2016
Q4 | $802K | Buy |
+17,055
| New | +$802K | 0.32% | 120 |
|
|
2016
Q1 | – | Sell |
-31,178
| Closed | -$1.18M | – | 328 |
|
|
2015
Q4 | $1.18M | Buy |
+31,178
| New | +$1.18M | 0.67% | 52 |
|