Gerald L. Ray & Associates’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $840K | Hold |
17,890
| – | – | 0.1% | 169 |
|
|
2017
Q2 | $812K | Hold |
17,890
| – | – | 0.1% | 174 |
|
|
2017
Q1 | $800K | Hold |
17,890
| – | – | 0.11% | 165 |
|
|
2016
Q4 | $841K | Buy |
17,890
+11,908
| +199% | +$560K | 0.12% | 154 |
|
|
2016
Q3 | $226K | Hold |
5,982
| – | – | 0.03% | 289 |
|
|
2016
Q2 | $213K | Buy |
+5,982
| New | +$213K | 0.03% | 285 |
|
|
2016
Q1 | – | Sell |
-5,982
| Closed | -$226K | – | 309 |
|
|
2015
Q4 | $226K | Hold |
5,982
| – | – | 0.04% | 274 |
|
|
2015
Q3 | $213K | Hold |
5,982
| – | – | 0.04% | 278 |
|
|
2015
Q2 | $241K | Hold |
5,982
| – | – | 0.04% | 284 |
|
|
2015
Q1 | $233K | Hold |
5,982
| – | – | 0.04% | 279 |
|
|
2014
Q4 | $233K | Hold |
5,982
| – | – | 0.04% | 273 |
|
|
2014
Q3 | $223K | Hold |
5,982
| – | – | 0.04% | 275 |
|
|
2014
Q2 | $236K | Hold |
5,982
| – | – | 0.04% | 272 |
|
|
2014
Q1 | $240K | Hold |
5,982
| – | – | 0.04% | 262 |
|
|
2013
Q4 | $223K | Hold |
5,982
| – | – | 0.04% | 255 |
|
|
2013
Q3 | $202K | Hold |
5,982
| – | – | 0.04% | 254 |
|
|
2013
Q2 | $203K | Buy |
+5,982
| New | +$203K | 0.05% | 243 |
|