Holistic Financial Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,826
| Closed | -$274K | – | 116 |
|
|
2022
Q1 | $274K | Sell |
4,826
-947
| -16% | -$53.8K | 0.17% | 79 |
|
|
2021
Q4 | $338K | Sell |
5,773
-6
| -0.1% | -$351 | 0.2% | 73 |
|
|
2021
Q3 | $339K | Sell |
5,779
-146
| -2% | -$8.56K | 0.21% | 73 |
|
|
2021
Q2 | $329K | Buy |
5,925
+896
| +18% | +$49.8K | 0.2% | 74 |
|
|
2021
Q1 | $293K | Buy |
5,029
+378
| +8% | +$22K | 0.19% | 76 |
|
|
2020
Q4 | $223K | Buy |
+4,651
| New | +$223K | 0.15% | 92 |
|
|
2018
Q2 | – | Sell |
-181
| Closed | -$9K | – | 332 |
|
|
2018
Q1 | $9K | Hold |
181
| – | – | 0.01% | 327 |
|
|
2017
Q4 | $9K | Buy |
+181
| New | +$9K | 0.01% | 339 |
|