Halpern Financial’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $31K | Hold |
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|
2024
Q2 | $28.8K | Hold |
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|
2024
Q1 | $28.2K | Hold |
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|
2023
Q4 | $27.1K | Hold |
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|
2023
Q3 | $21.2K | Sell |
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|
2023
Q2 | $43.8K | Hold |
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|
2023
Q1 | $49.2K | Sell |
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|
2022
Q4 | $65.9K | Hold |
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|
2022
Q3 | $66.7K | Hold |
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|
2022
Q2 | $72.7K | Hold |
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|
2022
Q1 | $86.9K | Hold |
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|
2021
Q4 | $89.7K | Sell |
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|
2021
Q3 | $101K | Sell |
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|
2021
Q2 | $115K | Buy |
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|
2021
Q1 | $54.5K | Buy |
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|
2020
Q4 | $43.9K | Hold |
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|
2020
Q3 | $34.8K | Hold |
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|
2020
Q2 | $34.4K | Buy |
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|
2020
Q1 | $22.9K | Hold |
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|
2019
Q4 | $41.8K | Buy |
|