Horan Securities’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-129
| Closed | -$3.92K | – | 607 |
|
|
2023
Q2 | $3.92K | Sell |
129
-79
| -38% | -$2.4K | ﹤0.01% | 506 |
|
|
2023
Q1 | $7.09K | Hold |
208
| – | – | ﹤0.01% | 429 |
|
|
2022
Q4 | $8.95K | Buy |
208
+89
| +75% | +$3.83K | 0.01% | 380 |
|
|
2022
Q3 | $5K | Hold |
119
| – | – | ﹤0.01% | 410 |
|
|
2022
Q2 | $6K | Hold |
119
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $7K | Hold |
119
| – | – | ﹤0.01% | 356 |
|
|
2021
Q4 | $7K | Buy |
+119
| New | +$7K | ﹤0.01% | 361 |
|
|
2021
Q2 | $11K | Hold |
193
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $11K | Buy |
193
+119
| +161% | +$6.78K | 0.01% | 265 |
|
|
2020
Q4 | $4K | Sell |
74
-140
| -65% | -$7.57K | ﹤0.01% | 322 |
|
|
2020
Q3 | $8K | Buy |
214
+69
| +48% | +$2.58K | 0.01% | 229 |
|
|
2020
Q2 | $5K | Buy |
+145
| New | +$5K | 0.01% | 242 |
|