Hudson Valley Investment Advisors’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 |
-6,824
| Closed | -$207K | – | 199 |
|
|
2023
Q2 | $207K | Sell |
6,824
-3,051
| -31% | -$92.6K | 0.03% | 188 |
|
|
2023
Q1 | $337K | Sell |
9,875
-690
| -7% | -$23.5K | 0.05% | 175 |
|
|
2022
Q4 | $455K | Sell |
10,565
-318
| -3% | -$13.7K | 0.07% | 149 |
|
|
2022
Q3 | $474K | Sell |
10,883
-1,331
| -11% | -$58K | 0.08% | 139 |
|
|
2022
Q2 | $579K | Sell |
12,214
-481
| -4% | -$22.8K | 0.09% | 129 |
|
|
2022
Q1 | $720K | Sell |
12,695
-575
| -4% | -$32.6K | 0.1% | 126 |
|
|
2021
Q4 | $777K | Sell |
13,270
-920
| -6% | -$53.9K | 0.12% | 106 |
|
|
2021
Q3 | $832K | Sell |
14,190
-2,079
| -13% | -$122K | 0.14% | 97 |
|
|
2021
Q2 | $903K | Sell |
16,269
-2,145
| -12% | -$119K | 0.16% | 98 |
|
|
2021
Q1 | $1.07M | Sell |
18,414
-7,364
| -29% | -$430K | 0.19% | 92 |
|
|
2020
Q4 | $1.24M | Sell |
25,778
-15,313
| -37% | -$734K | 0.24% | 83 |
|
|
2020
Q3 | $1.56M | Sell |
41,091
-4,679
| -10% | -$178K | 0.34% | 70 |
|
|
2020
Q2 | $1.72M | Sell |
45,770
-3,545
| -7% | -$133K | 0.4% | 66 |
|
|
2020
Q1 | $1.52M | Sell |
49,315
-34,897
| -41% | -$1.08M | 0.42% | 63 |
|
|
2019
Q4 | $4.74M | Buy |
84,212
+55,471
| +193% | +$3.12M | 1.01% | 35 |
|
|
2019
Q3 | $1.53M | Sell |
28,741
-3,632
| -11% | -$194K | 0.36% | 67 |
|
|
2019
Q2 | $1.59M | Sell |
32,373
-1,032
| -3% | -$50.7K | 0.37% | 69 |
|
|
2019
Q1 | $1.55M | Sell |
33,405
-6,886
| -17% | -$320K | 0.38% | 71 |
|
|
2018
Q4 | $1.75M | Sell |
40,291
-19,365
| -32% | -$839K | 0.4% | 69 |
|
|
2018
Q3 | $2.9M | Buy |
59,656
+14,648
| +33% | +$711K | 0.67% | 43 |
|
|
2018
Q2 | $2.27M | Buy |
+45,008
| New | +$2.27M | 0.56% | 55 |
|