Geneva Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,357
| Closed | -$205K | – | 813 |
|
|
2016
Q4 | $205K | Buy |
+4,357
| New | +$205K | ﹤0.01% | 681 |
|
|
2014
Q4 | – | Sell |
-7,043
| Closed | -$262K | – | 737 |
|
|
2014
Q3 | $262K | Buy |
7,043
+108
| +2% | +$4.02K | ﹤0.01% | 540 |
|
|
2014
Q2 | $273K | Sell |
6,935
-365
| -5% | -$14.4K | 0.01% | 535 |
|
|
2014
Q1 | $293K | Sell |
7,300
-169
| -2% | -$6.78K | 0.01% | 486 |
|
|
2013
Q4 | $279K | Buy |
7,469
+169
| +2% | +$6.31K | 0.01% | 415 |
|
|
2013
Q3 | $246K | Hold |
7,300
| – | – | 0.01% | 427 |
|
|
2013
Q2 | $247K | Buy |
+7,300
| New | +$247K | 0.01% | 366 |
|