Financial Gravity Asset Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-113
Closed -$4.42K 2424
2024
Q1
$4.42K Sell
113
-606
-84% -$23.7K ﹤0.01% 884
2023
Q4
$20.4K Buy
719
+12
+2% +$340 ﹤0.01% 692
2023
Q3
$19.9K Buy
707
+677
+2,257% +$19.1K ﹤0.01% 551
2023
Q2
$1.08K Sell
30
-4
-12% -$145 ﹤0.01% 791
2023
Q1
$4.51K Sell
34
-9
-21% -$1.19K 0.14% 170
2022
Q4
$392 Buy
+43
New +$392 ﹤0.01% 837
2020
Q1
Sell
-505
Closed -$28K 1370
2019
Q4
$28K Sell
505
-228
-31% -$12.6K 0.02% 897
2019
Q3
$39K Sell
733
-535
-42% -$28.5K 0.03% 331
2019
Q2
$62K Buy
1,268
+939
+285% +$45.9K 0.05% 289
2019
Q1
$16K Buy
+329
New +$16K 0.01% 477
2018
Q3
$48K Buy
1,000
+8
+0.8% +$384 0.05% 337
2018
Q2
$50K Buy
+992
New +$50K 0.05% 325