Gerstein Fisher’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $443K | Buy |
11,750
+3,335
| +40% | +$126K | 0.05% | 268 |
|
|
2016
Q2 | $300K | Buy |
+8,415
| New | +$300K | 0.04% | 308 |
|
|
2016
Q1 | – | Sell |
-6,768
| Closed | -$256K | – | 419 |
|
|
2015
Q4 | $256K | Buy |
+6,768
| New | +$256K | 0.04% | 333 |
|
|
2015
Q3 | – | Sell |
-5,359
| Closed | -$216K | – | 430 |
|
|
2015
Q2 | $216K | Sell |
5,359
-397
| -7% | -$16K | 0.03% | 374 |
|
|
2015
Q1 | $224K | Buy |
5,756
+53
| +0.9% | +$2.06K | 0.04% | 370 |
|
|
2014
Q4 | $222K | Sell |
5,703
-399
| -7% | -$15.5K | 0.04% | 354 |
|
|
2014
Q3 | $227K | Hold |
6,102
| – | – | 0.04% | 347 |
|
|
2014
Q2 | $241K | Buy |
+6,102
| New | +$241K | 0.05% | 287 |
|