First Foundation 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 | – | Sell |
-1,771
| Closed | -$68.8K | – | 439 |
|
|
2024
Q2 | $68.8K | Sell |
1,771
-1,248
| -41% | -$48.5K | ﹤0.01% | 390 |
|
|
2024
Q1 | $118K | Sell |
3,019
-1,745
| -37% | -$68K | ﹤0.01% | 365 |
|
|
2023
Q4 | $176K | Buy |
+4,764
| New | +$176K | 0.01% | 346 |
|
|
2023
Q1 | – | Sell |
-4,885
| Closed | -$210K | – | 418 |
|
|
2022
Q4 | $210K | Sell |
4,885
-1,360
| -22% | -$58.5K | 0.01% | 359 |
|
|
2022
Q3 | $272K | Sell |
6,245
-242
| -4% | -$10.5K | 0.01% | 306 |
|
|
2022
Q2 | $308K | Sell |
6,487
-693
| -10% | -$32.9K | 0.01% | 307 |
|
|
2022
Q1 | $407K | Buy |
7,180
+2,451
| +52% | +$139K | 0.01% | 286 |
|
|
2021
Q4 | $277K | Buy |
4,729
+239
| +5% | +$14K | 0.01% | 355 |
|
|
2021
Q3 | $263K | Buy |
+4,490
| New | +$263K | 0.01% | 363 |
|