Fortis Advisors’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 |
-8,456
| Closed | -$288K | – | 235 |
|
|
2023
Q1 | $288K | Buy |
8,456
+8
| +0.1% | +$273 | 0.19% | 74 |
|
|
2022
Q4 | $364K | Sell |
8,448
-1,780
| -17% | -$76.6K | 0.28% | 56 |
|
|
2022
Q3 | $445K | Buy |
10,228
+258
| +3% | +$11.2K | 0.32% | 44 |
|
|
2022
Q2 | $473K | Buy |
9,970
+5,506
| +123% | +$261K | 0.31% | 44 |
|
|
2022
Q1 | $253K | Buy |
4,464
+1,794
| +67% | +$102K | 0.14% | 89 |
|
|
2021
Q4 | $156K | Buy |
2,670
+2,005
| +302% | +$117K | 0.09% | 109 |
|
|
2021
Q3 | $39K | Buy |
665
+6
| +0.9% | +$352 | 0.02% | 178 |
|
|
2021
Q2 | $37K | Buy |
659
+4
| +0.6% | +$225 | 0.02% | 185 |
|
|
2021
Q1 | $38K | Buy |
655
+5
| +0.8% | +$290 | 0.03% | 154 |
|
|
2020
Q4 | $31K | Buy |
650
+6
| +0.9% | +$286 | 0.03% | 121 |
|
|
2020
Q3 | $24K | Sell |
644
-2,992
| -82% | -$112K | 0.02% | 121 |
|
|
2020
Q2 | $137K | Sell |
3,636
-2,493
| -41% | -$93.9K | 0.14% | 69 |
|
|
2020
Q1 | $189K | Sell |
6,129
-645
| -10% | -$19.9K | 0.13% | 81 |
|
|
2019
Q4 | $382K | Buy |
6,774
+6,156
| +996% | +$347K | 0.23% | 58 |
|
|
2019
Q3 | $33K | Buy |
618
+6
| +1% | +$320 | 0.02% | 226 |
|
|
2019
Q2 | $30K | Buy |
612
+5
| +0.8% | +$245 | 0.01% | 269 |
|
|
2019
Q1 | $28K | Buy |
607
+5
| +0.8% | +$231 | 0.01% | 256 |
|
|
2018
Q4 | $26K | Buy |
602
+5
| +0.8% | +$216 | 0.02% | 250 |
|
|
2018
Q3 | $29K | Buy |
597
+4
| +0.7% | +$194 | 0.02% | 232 |
|
|
2018
Q2 | $30K | Buy |
593
+4
| +0.7% | +$202 | 0.02% | 229 |
|
|
2018
Q1 | $31K | Buy |
589
+4
| +0.7% | +$211 | 0.02% | 193 |
|
|
2017
Q4 | $29K | Buy |
585
+4
| +0.7% | +$198 | 0.02% | 198 |
|
|
2017
Q3 | $27K | Buy |
+581
| New | +$27K | 0.02% | 191 |
|