FinTrust Capital Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.44M | Sell |
33,770
-6,962
| -17% | -$298K | 0.24% | 88 |
|
|
2024
Q2 | $1.58M | Sell |
40,732
-11,354
| -22% | -$441K | 0.29% | 71 |
|
|
2024
Q1 | $2.03M | Buy |
52,086
+5,564
| +12% | +$217K | 0.39% | 51 |
|
|
2023
Q4 | $1.72M | Sell |
46,522
-2,560
| -5% | -$94.5K | 0.34% | 62 |
|
|
2023
Q3 | $1.4M | Buy |
49,082
+3,083
| +7% | +$88.2K | 0.31% | 72 |
|
|
2023
Q2 | $1.98M | Hold |
45,999
| – | – | 0.47% | 46 |
|
|
2023
Q1 | $1.98M | Hold |
45,999
| – | – | 0.48% | 46 |
|
|
2022
Q4 | $1.98M | Sell |
45,999
-155
| -0.3% | -$6.67K | 0.48% | 46 |
|
|
2022
Q3 | $2M | Sell |
46,154
-191
| -0.4% | -$8.29K | 0.52% | 38 |
|
|
2022
Q2 | $2.23M | Sell |
46,345
-68,715
| -60% | -$3.31M | 0.56% | 36 |
|
|
2022
Q1 | $6.52M | Buy |
115,060
+304
| +0.3% | +$17.2K | 1.5% | 9 |
|
|
2021
Q4 | $6.72M | Buy |
114,756
+821
| +0.7% | +$48.1K | 1.61% | 9 |
|
|
2021
Q3 | $6.68M | Buy |
113,935
+4,048
| +4% | +$237K | 1.76% | 8 |
|
|
2021
Q2 | $6.1M | Sell |
109,887
-1,050
| -0.9% | -$58.3K | 1.6% | 8 |
|
|
2021
Q1 | $6.47M | Buy |
110,937
+6,546
| +6% | +$382K | 1.87% | 6 |
|
|
2020
Q4 | $5M | Buy |
104,391
+3,162
| +3% | +$151K | 1.59% | 8 |
|
|
2020
Q3 | $3.85K | Sell |
101,229
-963
| -0.9% | -$37 | 0.75% | 12 |
|
|
2020
Q2 | $3.84M | Sell |
102,192
-56,306
| -36% | -$2.11M | 1.52% | 10 |
|
|
2020
Q1 | $4.89M | Buy |
158,498
+4,821
| +3% | +$149K | 2.37% | 9 |
|
|
2019
Q4 | $8.66M | Buy |
153,677
+3,007
| +2% | +$169K | 3.5% | 3 |
|
|
2019
Q3 | $8.04M | Buy |
150,670
+2,178
| +1% | +$116K | 2.75% | 3 |
|
|
2019
Q2 | $7.3M | Sell |
148,492
-830
| -0.6% | -$40.8K | 2.92% | 6 |
|
|
2019
Q1 | $6.95M | Sell |
149,322
-1,513
| -1% | -$70.4K | 2.91% | 7 |
|
|
2018
Q4 | $6.53M | Buy |
+150,835
| New | +$6.53M | 3.22% | 5 |
|