Forbes Financial Planning’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,800
| Closed | -$402K | – | 30 |
|
|
2023
Q1 | $402K | Hold |
11,800
| – | – | 0.4% | 25 |
|
|
2022
Q4 | $514K | Hold |
11,800
| – | – | 0.75% | 20 |
|
|
2022
Q3 | $514K | Hold |
11,800
| – | – | 0.75% | 20 |
|
|
2022
Q2 | $560K | Hold |
11,800
| – | – | 0.8% | 20 |
|
|
2022
Q1 | $669K | Hold |
11,800
| – | – | 0.83% | 19 |
|
|
2021
Q4 | $691K | Buy |
+11,800
| New | +$691K | 0.68% | 24 |
|