HighTower Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,115
| Closed | -$218K | – | 230 |
|
|
2022
Q4 | $218K | Sell |
5,115
-718
| -12% | -$30.6K | 0.02% | 207 |
|
|
2022
Q3 | $254K | Buy |
+5,833
| New | +$254K | 0.03% | 193 |
|
|
2022
Q2 | – | Sell |
-5,557
| Closed | -$315K | – | 310 |
|
|
2022
Q1 | $315K | Sell |
5,557
-5,386
| -49% | -$305K | 0.03% | 193 |
|
|
2021
Q4 | $641K | Buy |
+10,943
| New | +$641K | 0.06% | 136 |
|