Financial Architects (New Jersey)’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-683
| Closed | -$26K | – | 717 |
|
|
2020
Q2 | $26K | Sell |
683
-24
| -3% | -$914 | 0.01% | 507 |
|
|
2020
Q1 | $22K | Sell |
707
-475
| -40% | -$14.8K | 0.01% | 496 |
|
|
2019
Q4 | $67K | Buy |
1,182
+449
| +61% | +$25.5K | 0.01% | 384 |
|
|
2019
Q3 | $39K | Buy |
733
+50
| +7% | +$2.66K | 0.01% | 474 |
|
|
2019
Q2 | $34K | Sell |
683
-11,382
| -94% | -$567K | 0.01% | 516 |
|
|
2019
Q1 | $561K | Sell |
12,065
-23
| -0.2% | -$1.07K | 0.1% | 147 |
|
|
2018
Q4 | $523K | Hold |
12,088
| – | – | 0.1% | 140 |
|
|
2018
Q3 | $587K | Sell |
12,088
-490
| -4% | -$23.8K | 0.1% | 151 |
|
|
2018
Q2 | $635K | Buy |
12,578
+426
| +4% | +$21.5K | 0.11% | 137 |
|
|
2018
Q1 | $632K | Hold |
12,152
| – | – | 0.12% | 122 |
|
|
2017
Q4 | $604K | Hold |
12,152
| – | – | 0.1% | 134 |
|
|
2017
Q3 | $571K | Sell |
12,152
-106
| -0.9% | -$4.98K | 0.1% | 137 |
|
|
2017
Q2 | $557K | Hold |
12,258
| – | – | 0.1% | 136 |
|
|
2017
Q1 | $548K | Hold |
12,258
| – | – | 0.1% | 140 |
|
|
2016
Q4 | $576K | Sell |
12,258
-31
| -0.3% | -$1.46K | 0.14% | 127 |
|
|
2016
Q3 | $464K | Hold |
12,289
| – | – | 0.12% | 142 |
|
|
2016
Q2 | $438K | Buy |
12,289
+10,810
| +731% | +$385K | 0.12% | 142 |
|
|
2016
Q1 | $49K | Buy |
+1,479
| New | +$49K | 0.02% | 400 |
|
|
2015
Q3 | – | Sell |
-2,457
| Closed | -$76K | – | 821 |
|
|
2015
Q2 | $76K | Buy |
2,457
+206
| +9% | +$6.37K | 0.03% | 351 |
|
|
2015
Q1 | $68K | Buy |
2,251
+1,350
| +150% | +$40.8K | 0.03% | 354 |
|
|
2014
Q4 | $35K | Buy |
901
+82
| +10% | +$3.19K | 0.02% | 408 |
|
|
2014
Q3 | $29K | Buy |
819
+119
| +17% | +$4.21K | 0.01% | 398 |
|
|
2014
Q2 | $28K | Buy |
+700
| New | +$28K | 0.01% | 423 |
|
|
2013
Q4 | – | Sell |
-700
| Closed | -$24K | – | 525 |
|
|
2013
Q3 | $24K | Hold |
700
| – | – | 0.02% | 356 |
|
|
2013
Q2 | $24K | Buy |
+700
| New | +$24K | 0.02% | 326 |
|