Heron Financial Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $277K | Buy |
9,133
+5
| +0.1% | +$152 | 0.15% | 116 |
|
|
2023
Q1 | $311K | Buy |
+9,128
| New | +$311K | 0.17% | 106 |
|
|
2022
Q4 | – | Sell |
-11,483
| Closed | -$500K | – | 133 |
|
|
2022
Q3 | $500K | Hold |
11,483
| – | – | 0.31% | 76 |
|
|
2022
Q2 | $545K | Hold |
11,483
| – | – | 0.33% | 72 |
|
|
2022
Q1 | $651K | Hold |
11,483
| – | – | 0.34% | 65 |
|
|
2021
Q4 | $735K | Sell |
11,483
-85
| -0.7% | -$5.44K | 0.4% | 56 |
|
|
2021
Q3 | $678K | Hold |
11,568
| – | – | 0.38% | 58 |
|
|
2021
Q2 | $642K | Hold |
11,568
| – | – | 0.37% | 62 |
|
|
2021
Q1 | $683K | Hold |
11,568
| – | – | 0.41% | 55 |
|
|
2020
Q4 | $596K | Buy |
11,568
+190
| +2% | +$9.79K | 0.41% | 60 |
|
|
2020
Q3 | $469K | Sell |
11,378
-822
| -7% | -$33.9K | 0.38% | 70 |
|
|
2020
Q2 | $429K | Sell |
12,200
-561
| -4% | -$19.7K | 0.38% | 66 |
|
|
2020
Q1 | $426K | Hold |
12,761
| – | – | 0.44% | 54 |
|
|
2019
Q4 | $699K | Buy |
+12,761
| New | +$699K | 0.58% | 44 |
|