Halpern Financial’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $31K | Hold |
742
| – | – | 0.01% | 108 |
|
|
2024
Q2 | $28.8K | Hold |
742
| – | – | 0.01% | 110 |
|
|
2024
Q1 | $28.2K | Hold |
742
| – | – | 0.01% | 117 |
|
|
2023
Q4 | $27.1K | Hold |
742
| – | – | 0.01% | 124 |
|
|
2023
Q3 | $21.2K | Sell |
742
-700
| -49% | -$20K | 0.01% | 124 |
|
|
2023
Q2 | $43.8K | Hold |
1,442
| – | – | 0.02% | 81 |
|
|
2023
Q1 | $49.2K | Sell |
1,442
-90
| -6% | -$3.07K | 0.02% | 78 |
|
|
2022
Q4 | $65.9K | Hold |
1,532
| – | – | 0.02% | 73 |
|
|
2022
Q3 | $66.7K | Hold |
1,532
| – | – | 0.03% | 68 |
|
|
2022
Q2 | $72.7K | Hold |
1,532
| – | – | 0.03% | 72 |
|
|
2022
Q1 | $86.9K | Hold |
1,532
| – | – | 0.03% | 78 |
|
|
2021
Q4 | $89.7K | Sell |
1,532
-193
| -11% | -$11.3K | 0.04% | 63 |
|
|
2021
Q3 | $101K | Sell |
1,725
-342
| -17% | -$20.1K | 0.05% | 51 |
|
|
2021
Q2 | $115K | Buy |
2,067
+1,132
| +121% | +$62.8K | 0.05% | 48 |
|
|
2021
Q1 | $54.5K | Buy |
935
+20
| +2% | +$1.17K | 0.03% | 58 |
|
|
2020
Q4 | $43.9K | Hold |
915
| – | – | 0.02% | 57 |
|
|
2020
Q3 | $34.8K | Hold |
915
| – | – | 0.02% | 60 |
|
|
2020
Q2 | $34.4K | Buy |
915
+173
| +23% | +$6.5K | 0.02% | 58 |
|
|
2020
Q1 | $22.9K | Hold |
742
| – | – | 0.02% | 63 |
|
|
2019
Q4 | $41.8K | Buy |
+742
| New | +$41.8K | 0.03% | 61 |
|