GB
Goepper Burkhardt’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,951
| Closed | -$256K | – | 70 |
|
|
2022
Q4 | $256K | Sell |
5,951
-100
| -2% | -$4.3K | 0.18% | 51 |
|
|
2022
Q3 | $263K | Sell |
6,051
-210
| -3% | -$9.13K | 0.2% | 49 |
|
|
2022
Q2 | $297K | Sell |
6,261
-525
| -8% | -$24.9K | 0.21% | 50 |
|
|
2022
Q1 | $385K | Hold |
6,786
| – | – | 0.23% | 44 |
|
|
2021
Q4 | $397K | Hold |
6,786
| – | – | 0.24% | 43 |
|
|
2021
Q3 | $398K | Buy |
6,786
+1,285
| +23% | +$75.4K | 0.25% | 41 |
|
|
2021
Q2 | $305K | Buy |
5,501
+50
| +0.9% | +$2.77K | 0.19% | 51 |
|
|
2021
Q1 | $318K | Hold |
5,451
| – | – | 0.22% | 46 |
|
|
2020
Q4 | $261K | Buy |
+5,451
| New | +$261K | 0.19% | 54 |
|