Haverford Financial Services’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-128,653
| Closed | -$3.97M | – | 69 |
|
|
2020
Q1 | $3.97M | Sell |
128,653
-303
| -0.2% | -$9.35K | 1.6% | 28 |
|
|
2019
Q4 | $7.26M | Hold |
128,956
| – | – | 2.31% | 16 |
|
|
2019
Q3 | $6.88M | Sell |
128,956
-274
| -0.2% | -$14.6K | 2.34% | 19 |
|
|
2019
Q2 | $6.35M | Sell |
129,230
-607
| -0.5% | -$29.8K | 2.21% | 20 |
|
|
2019
Q1 | $6.04M | Sell |
129,837
-37
| -0% | -$1.72K | 2.17% | 21 |
|
|
2018
Q4 | $5.63M | Buy |
+129,874
| New | +$5.63M | 2.32% | 20 |
|
|
2018
Q2 | – | Sell |
-4,197
| Closed | -$218K | – | 92 |
|
|
2018
Q1 | $218K | Buy |
+4,197
| New | +$218K | 0.08% | 83 |
|