FMA Advisory’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,044
| Closed | -$224K | – | 139 |
|
|
2021
Q2 | $224K | Sell |
4,044
-1,595
| -28% | -$88.3K | 0.08% | 120 |
|
|
2021
Q1 | $329K | Sell |
5,639
-1,983
| -26% | -$116K | 0.1% | 149 |
|
|
2020
Q4 | $365K | Sell |
7,622
-1,815
| -19% | -$86.9K | 0.12% | 144 |
|
|
2020
Q3 | $359K | Sell |
9,437
-1,492
| -14% | -$56.8K | 0.14% | 134 |
|
|
2020
Q2 | $410K | Buy |
10,929
+224
| +2% | +$8.4K | 0.18% | 117 |
|
|
2020
Q1 | $330K | Buy |
10,705
+139
| +1% | +$4.29K | 0.18% | 116 |
|
|
2019
Q4 | $595K | Buy |
10,566
+3,361
| +47% | +$189K | 0.24% | 105 |
|
|
2019
Q3 | $385K | Buy |
7,205
+307
| +4% | +$16.4K | 0.17% | 123 |
|
|
2019
Q2 | $339K | Sell |
6,898
-223
| -3% | -$11K | 0.15% | 123 |
|
|
2019
Q1 | $331K | Sell |
7,121
-84
| -1% | -$3.91K | 0.15% | 128 |
|
|
2018
Q4 | $312K | Sell |
7,205
-755
| -9% | -$32.7K | 0.16% | 125 |
|
|
2018
Q3 | $386K | Buy |
7,960
+732
| +10% | +$35.5K | 0.17% | 120 |
|
|
2018
Q2 | $365K | Buy |
7,228
+17
| +0.2% | +$858 | 0.17% | 121 |
|
|
2018
Q1 | $375K | Buy |
7,211
+1,107
| +18% | +$57.6K | 0.18% | 119 |
|
|
2017
Q4 | $303K | Buy |
6,104
+8
| +0.1% | +$397 | 0.14% | 130 |
|
|
2017
Q3 | $286K | Sell |
6,096
-791
| -11% | -$37.1K | 0.17% | 119 |
|
|
2017
Q2 | $312 | Buy |
6,887
+8
| +0.1% | – | 0.16% | 98 |
|
|
2017
Q1 | $307K | Buy |
+6,879
| New | +$307K | 0.16% | 124 |
|
|
2015
Q2 | $299K | Buy |
+7,418
| New | +$299K | 0.19% | 104 |
|
|
2014
Q4 | $2.47M | Buy |
63,512
+945
| +2% | +$36.8K | 0.86% | 35 |
|
|
2014
Q3 | $2.33M | Sell |
62,567
-387
| -0.6% | -$14.4K | 0.86% | 38 |
|
|
2014
Q2 | $2.48M | Sell |
62,954
-498
| -0.8% | -$19.6K | 0.91% | 38 |
|
|
2014
Q1 | $2.55M | Buy |
63,452
+1,939
| +3% | +$77.9K | 1% | 32 |
|
|
2013
Q4 | $2.3M | Buy |
61,513
+802
| +1% | +$29.9K | 0.94% | 37 |
|
|
2013
Q3 | $2.05M | Buy |
60,711
+68
| +0.1% | +$2.3K | 0.82% | 39 |
|
|
2013
Q2 | $2.06M | Buy |
+60,643
| New | +$2.06M | 0.87% | 39 |
|