First Allied Advisory Services’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 | $480K | Buy |
12,628
+351
| +3% | +$13.3K | 0.02% | 719 |
|
|
2020
Q2 | $461K | Sell |
12,277
-1,352
| -10% | -$50.8K | 0.02% | 677 |
|
|
2020
Q1 | $420K | Sell |
13,629
-6,830
| -33% | -$210K | 0.02% | 654 |
|
|
2019
Q4 | $1.14M | Buy |
20,459
+6,968
| +52% | +$389K | 0.04% | 436 |
|
|
2019
Q3 | $721K | Buy |
13,491
+896
| +7% | +$47.9K | 0.03% | 561 |
|
|
2019
Q2 | $619K | Buy |
12,595
+524
| +4% | +$25.8K | 0.02% | 613 |
|
|
2019
Q1 | $562K | Sell |
12,071
-289
| -2% | -$13.5K | 0.02% | 636 |
|
|
2018
Q4 | $533K | Sell |
12,360
-393
| -3% | -$16.9K | 0.02% | 595 |
|
|
2018
Q3 | $616K | Sell |
12,753
-730
| -5% | -$35.3K | 0.02% | 635 |
|
|
2018
Q2 | $682K | Sell |
13,483
-2,261
| -14% | -$114K | 0.03% | 566 |
|
|
2018
Q1 | $823K | Buy |
15,744
+1,212
| +8% | +$63.4K | 0.03% | 511 |
|
|
2017
Q4 | $723K | Sell |
14,532
-387
| -3% | -$19.3K | 0.03% | 534 |
|
|
2017
Q3 | $697K | Buy |
14,919
+3,312
| +29% | +$155K | 0.03% | 514 |
|
|
2017
Q2 | $525K | Sell |
11,607
-227
| -2% | -$10.3K | 0.02% | 599 |
|
|
2017
Q1 | $524K | Buy |
11,834
+311
| +3% | +$13.8K | 0.03% | 570 |
|
|
2016
Q4 | $542K | Sell |
11,523
-6
| -0.1% | -$282 | 0.03% | 565 |
|
|
2016
Q3 | $435K | Sell |
11,529
-2,834
| -20% | -$107K | 0.02% | 616 |
|
|
2016
Q2 | $511K | Sell |
14,363
-17,917
| -56% | -$637K | 0.03% | 546 |
|
|
2016
Q1 | $1.07M | Sell |
32,280
-57,665
| -64% | -$1.91M | 0.06% | 324 |
|
|
2015
Q4 | $3.45M | Buy |
89,945
+59,314
| +194% | +$2.27M | 0.18% | 135 |
|
|
2015
Q3 | $1.1M | Buy |
30,631
+15,617
| +104% | +$559K | 0.06% | 330 |
|
|
2015
Q2 | $607K | Buy |
15,014
+3,903
| +35% | +$158K | 0.03% | 555 |
|
|
2015
Q1 | $434K | Buy |
11,111
+838
| +8% | +$32.7K | 0.03% | 622 |
|
|
2014
Q4 | $401K | Buy |
10,273
+1,780
| +21% | +$69.5K | 0.03% | 608 |
|
|
2014
Q3 | $321K | Buy |
+8,493
| New | +$321K | 0.03% | 700 |
|
|
2014
Q2 | – | Sell |
-9,171
| Closed | -$369K | – | 1067 |
|
|
2014
Q1 | $369K | Buy |
9,171
+385
| +4% | +$15.5K | 0.03% | 630 |
|
|
2013
Q4 | $330K | Sell |
8,786
-36,613
| -81% | -$1.38M | 0.03% | 637 |
|
|
2013
Q3 | $1.58M | Sell |
45,399
-900
| -2% | -$31.2K | 0.09% | 226 |
|
|
2013
Q2 | $1.57M | Buy |
+46,299
| New | +$1.57M | 0.13% | 197 |
|