First Personal Financial Services’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 | $15.6K | Buy |
365
+165
| +83% | +$7.06K | ﹤0.01% | 280 |
|
|
2024
Q2 | $7.77K | Sell |
200
-77
| -28% | -$2.99K | ﹤0.01% | 294 |
|
|
2024
Q1 | $10.8K | Sell |
277
-759
| -73% | -$29.6K | ﹤0.01% | 276 |
|
|
2023
Q4 | $38.2K | Hold |
1,036
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $29.6K | Hold |
1,036
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $31.4K | Buy |
1,036
+259
| +33% | +$7.86K | 0.01% | 243 |
|
|
2023
Q1 | $26.5K | Hold |
777
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $33.4K | Sell |
777
-418
| -35% | -$18K | 0.01% | 248 |
|
|
2022
Q3 | $52K | Buy |
1,195
+318
| +36% | +$13.8K | 0.02% | 193 |
|
|
2022
Q2 | $42K | Hold |
877
| – | – | 0.01% | 190 |
|
|
2022
Q1 | $50K | Sell |
877
-35
| -4% | -$2K | 0.01% | 189 |
|
|
2021
Q4 | $53K | Hold |
912
| – | – | 0.01% | 190 |
|
|
2021
Q3 | $53K | Hold |
912
| – | – | 0.01% | 189 |
|
|
2021
Q2 | $51K | Hold |
912
| – | – | 0.01% | 199 |
|
|
2021
Q1 | $53K | Hold |
912
| – | – | 0.01% | 188 |
|
|
2020
Q4 | $44K | Hold |
912
| – | – | 0.01% | 197 |
|
|
2020
Q3 | $35K | Hold |
912
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $34K | Hold |
912
| – | – | 0.01% | 210 |
|
|
2020
Q1 | $28K | Sell |
912
-4,138
| -82% | -$127K | 0.01% | 213 |
|
|
2019
Q4 | $284K | Sell |
5,050
-860
| -15% | -$48.4K | 0.09% | 103 |
|
|
2019
Q3 | $315K | Sell |
5,910
-1,657
| -22% | -$88.3K | 0.1% | 106 |
|
|
2019
Q2 | $372K | Buy |
7,567
+99
| +1% | +$4.87K | 0.11% | 129 |
|
|
2019
Q1 | $347K | Buy |
7,468
+194
| +3% | +$9.01K | 0.11% | 130 |
|
|
2018
Q4 | $315K | Sell |
7,274
-1,766
| -20% | -$76.5K | 0.11% | 132 |
|
|
2018
Q3 | $439K | Sell |
9,040
-870
| -9% | -$42.2K | 0.14% | 122 |
|
|
2018
Q2 | $500K | Buy |
9,910
+3,560
| +56% | +$180K | 0.17% | 119 |
|
|
2018
Q1 | $330K | Sell |
6,350
-747
| -11% | -$38.8K | 0.07% | 175 |
|
|
2017
Q4 | $353K | Buy |
7,097
+2,526
| +55% | +$126K | 0.07% | 177 |
|
|
2017
Q3 | $215K | Buy |
4,571
+183
| +4% | +$8.61K | 0.05% | 212 |
|
|
2017
Q2 | $199K | Buy |
4,388
+1,343
| +44% | +$60.9K | 0.04% | 218 |
|
|
2017
Q1 | $136K | Sell |
3,045
-400
| -12% | -$17.9K | 0.03% | 249 |
|
|
2016
Q4 | $162K | Buy |
3,445
+277
| +9% | +$13K | 0.04% | 212 |
|
|
2016
Q3 | $119K | Hold |
3,168
| – | – | 0.03% | 193 |
|
|
2016
Q2 | $113K | Buy |
3,168
+380
| +14% | +$13.6K | 0.04% | 186 |
|
|
2016
Q1 | $93K | Hold |
2,788
| – | – | 0.05% | 147 |
|
|
2015
Q4 | $105K | Buy |
2,788
+737
| +36% | +$27.8K | 0.06% | 140 |
|
|
2015
Q3 | $74K | Hold |
2,051
| – | – | 0.04% | 150 |
|
|
2015
Q2 | $83K | Hold |
2,051
| – | – | 0.05% | 144 |
|
|
2015
Q1 | $80K | Hold |
2,051
| – | – | 0.05% | 140 |
|
|
2014
Q4 | $79K | Buy |
+2,051
| New | +$79K | 0.05% | 140 |
|