GCA
Gideon Capital Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-81,114
| Closed | -$3.99M | – | 398 |
|
|
2019
Q2 | $3.99M | Buy |
+81,114
| New | +$3.99M | 1.38% | 6 |
|
|
2019
Q1 | – | Sell |
-32,283
| Closed | -$1.4M | – | 511 |
|
|
2018
Q4 | $1.4M | Buy |
32,283
+16,175
| +100% | +$700K | 0.57% | 41 |
|
|
2018
Q3 | $782K | Sell |
16,108
-1,817
| -10% | -$88.2K | 0.37% | 72 |
|
|
2018
Q2 | $904K | Buy |
17,925
+11,153
| +165% | +$562K | 0.45% | 49 |
|
|
2018
Q1 | $352K | Buy |
+6,772
| New | +$352K | 0.22% | 189 |
|
|
2017
Q2 | – | Sell |
-17,834
| Closed | -$797K | – | 398 |
|
|
2017
Q1 | $797K | Buy |
+17,834
| New | +$797K | 0.47% | 35 |
|
|
2016
Q4 | – | Sell |
-52,799
| Closed | -$1.99M | – | 474 |
|
|
2016
Q3 | $1.99M | Buy |
+52,799
| New | +$1.99M | 1.2% | 23 |
|
|
2016
Q2 | – | Sell |
-38,028
| Closed | -$1.27M | – | 250 |
|
|
2016
Q1 | $1.27M | Buy |
+38,028
| New | +$1.27M | 1.58% | 13 |
|
|
2015
Q3 | – | Sell |
-63,753
| Closed | -$2.57M | – | 322 |
|
|
2015
Q2 | $2.57M | Buy |
+63,753
| New | +$2.57M | 1.06% | 20 |
|