Heritage Wealth Advisors’s The Community Financial Corporation Common Stock TCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,145
| Closed | -$58.1K | – | 577 |
|
|
2023
Q2 | $58.1K | Hold |
2,145
| – | – | ﹤0.01% | 301 |
|
|
2023
Q1 | $71.1K | Sell |
2,145
-1,995
| -48% | -$77K | ﹤0.01% | 285 |
|
|
2022
Q4 | $165K | Hold |
4,140
| – | – | 0.01% | 227 |
|
|
2022
Q3 | $142K | Hold |
4,140
| – | – | 0.01% | 229 |
|
|
2022
Q2 | $153K | Hold |
4,140
| – | – | 0.01% | 227 |
|
|
2022
Q1 | $166K | Hold |
4,140
| – | – | 0.01% | 212 |
|
|
2021
Q4 | $163K | Hold |
4,140
| – | – | 0.01% | 219 |
|
|
2021
Q3 | $153K | Hold |
4,140
| – | – | 0.01% | 218 |
|
|
2021
Q2 | $143K | Hold |
4,140
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $142K | Hold |
4,140
| – | – | 0.01% | 227 |
|
|
2020
Q4 | $110K | Hold |
4,140
| – | – | 0.01% | 253 |
|
|
2020
Q3 | $88.4K | Hold |
4,140
| – | – | 0.01% | 216 |
|
|
2020
Q2 | $101K | Hold |
4,140
| – | – | 0.01% | 203 |
|
|
2020
Q1 | $91.5K | Hold |
4,140
| – | – | 0.02% | 201 |
|
|
2019
Q4 | $147K | Hold |
4,140
| – | – | 0.02% | 197 |
|
|
2019
Q3 | $138K | Hold |
4,140
| – | – | 0.02% | 191 |
|
|
2019
Q2 | $140K | Hold |
4,140
| – | – | 0.02% | 170 |
|
|
2019
Q1 | $117K | Hold |
4,140
| – | – | 0.02% | 165 |
|
|
2018
Q4 | $121K | Hold |
4,140
| – | – | 0.02% | 147 |
|
|
2018
Q3 | $138K | Buy |
+4,140
| New | +$142K | 0.03% | 140 |
|
Heritage Wealth Advisors's TCFC Position: Q3 2023 in Review
Heritage Wealth Advisors sold out of The Community Financial Corporation Common Stock (TCFC) in Q3 2023, closing a stake of 2,145 shares — an estimated $58.1K sold.
Heritage Wealth Advisors first reported a position in TCFC in Q3 2018 and held it in 20 quarters. The position peaked at $166K in Q1 2022. 0 funds tracked by Wall St. Rank hold TCFC as of Q3 2023.
- Heritage Wealth Advisors reported no remaining The Community Financial Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
- Heritage Wealth Advisors sold 2,145 The Community Financial Corporation Common Stock shares in Q3 2023, an estimated $58.1K.
- Heritage Wealth Advisors first reported a position in The Community Financial Corporation Common Stock in Q3 2018 and held it in 20 quarters.
- Heritage Wealth Advisors's The Community Financial Corporation Common Stock position peaked at $166K in Q1 2022.
- 0 funds tracked by Wall St. Rank held The Community Financial Corporation Common Stock as of Q3 2023.
Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.