First Heartland Consultants’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 |
-7,117
| Closed | -$276 | – | 493 |
|
|
2024
Q2 | $276 | Buy |
7,117
+170
| +2% | +$7 | 0.02% | 361 |
|
|
2024
Q1 | $271K | Buy |
+6,947
| New | +$271K | 0.03% | 351 |
|
|
2023
Q4 | – | Sell |
-17,079
| Closed | -$489K | – | 384 |
|
|
2023
Q3 | $489K | Sell |
17,079
-11,657
| -41% | -$334K | 0.06% | 213 |
|
|
2023
Q2 | $872K | Buy |
28,736
+10,214
| +55% | +$310K | 0.11% | 151 |
|
|
2023
Q1 | $632K | Buy |
+18,522
| New | +$632K | 0.1% | 177 |
|