Focused Wealth Management’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 |
-436
| Closed | -$16.9K | – | 234 |
|
|
2024
Q2 | $16.9K | Buy |
+436
| New | +$16.9K | ﹤0.01% | 177 |
|
|
2023
Q3 | – | Sell |
-46
| Closed | -$1.4K | – | 1042 |
|
|
2023
Q2 | $1.4K | Hold |
46
| – | – | ﹤0.01% | 792 |
|
|
2023
Q1 | $1.56K | Buy |
46
+1
| +2% | +$34 | ﹤0.01% | 794 |
|
|
2022
Q4 | $1.94K | Hold |
45
| – | – | ﹤0.01% | 748 |
|
|
2022
Q3 | $2K | Buy |
45
+1
| +2% | +$44 | ﹤0.01% | 754 |
|
|
2022
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 724 |
|
|
2022
Q1 | $2K | Buy |
44
+1
| +2% | +$45 | ﹤0.01% | 769 |
|
|
2021
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 732 |
|
|
2021
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 728 |
|
|
2021
Q2 | $2K | Buy |
43
+1
| +2% | +$47 | ﹤0.01% | 767 |
|
|
2021
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 750 |
|