FormulaFolio Investments’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $17K | Buy |
+307
| New | +$17K | 0.01% | 203 |
|
|
2021
Q1 | – | Sell |
-13,320
| Closed | -$638K | – | 218 |
|
|
2020
Q4 | $638K | Buy |
13,320
+7,506
| +129% | +$360K | 0.01% | 402 |
|
|
2020
Q3 | $221K | Buy |
+5,814
| New | +$221K | 0.01% | 292 |
|
|
2020
Q1 | – | Sell |
-5,634
| Closed | -$317K | – | 366 |
|
|
2019
Q4 | $317K | Buy |
+5,634
| New | +$317K | 0.01% | 299 |
|
|
2019
Q1 | – | Sell |
-15,557
| Closed | -$755K | – | 391 |
|
|
2018
Q4 | $755K | Hold |
15,557
| – | – | 0.03% | 170 |
|
|
2018
Q3 | $755K | Buy |
15,557
+11,036
| +244% | +$536K | 0.03% | 170 |
|
|
2018
Q2 | $228K | Buy |
4,521
+144
| +3% | +$7.26K | 0.01% | 279 |
|
|
2018
Q1 | $228K | Buy |
+4,377
| New | +$228K | 0.01% | 248 |
|