Freestone Capital Holdings’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,305
| Closed | -$301K | – | 574 |
|
|
2022
Q1 | $301K | Buy |
5,305
+704
| +15% | +$39.9K | 0.01% | 468 |
|
|
2021
Q4 | $269K | Buy |
+4,601
| New | +$269K | 0.01% | 428 |
|
|
2021
Q1 | – | Sell |
-475
| Closed | -$22.8K | – | 1052 |
|
|
2020
Q4 | $22.8K | Buy |
475
+149
| +46% | +$7.14K | ﹤0.01% | 709 |
|
|
2020
Q3 | $12.4K | Buy |
+326
| New | +$12.4K | ﹤0.01% | 711 |
|
|
2014
Q1 | – | Sell |
-15,665
| Closed | -$585K | – | 279 |
|
|
2013
Q4 | $585K | Buy |
+15,665
| New | +$585K | 0.1% | 171 |
|