Heron Financial Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $651K | Hold |
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|
2021
Q4 | $735K | Sell |
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|
2021
Q3 | $678K | Hold |
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|
2021
Q2 | $642K | Hold |
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|
2021
Q1 | $683K | Hold |
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|
2020
Q4 | $596K | Buy |
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|
2020
Q3 | $469K | Sell |
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|
2020
Q2 | $429K | Sell |
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|
2020
Q1 | $426K | Hold |
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|
2019
Q4 | $699K | Buy |
|