IberiaBank’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,580
| Closed | -$422K | – | 244 |
|
|
2019
Q2 | $422K | Buy |
+8,580
| New | +$422K | 0.05% | 181 |
|
|
2018
Q2 | – | Sell |
-4,480
| Closed | -$233K | – | 222 |
|
|
2018
Q1 | $233K | Buy |
4,480
+464
| +12% | +$24.1K | 0.05% | 197 |
|
|
2017
Q4 | $202K | Buy |
+4,016
| New | +$202K | 0.03% | 232 |
|
|
2017
Q3 | – | Sell |
-13,785
| Closed | -$626K | – | 231 |
|
|
2017
Q2 | $626K | Sell |
13,785
-51,894
| -79% | -$2.36M | 0.19% | 113 |
|
|
2017
Q1 | $2.94M | Sell |
65,679
-688
| -1% | -$30.8K | 0.92% | 41 |
|
|
2016
Q4 | $3.12M | Buy |
66,367
+8,730
| +15% | +$411K | 1.14% | 39 |
|
|
2016
Q3 | $2.17M | Sell |
57,637
-53,573
| -48% | -$2.02M | 0.93% | 42 |
|
|
2016
Q2 | $3.96M | Buy |
111,210
+16,896
| +18% | +$602K | 1.74% | 20 |
|
|
2016
Q1 | $3.14M | Buy |
94,314
+2,359
| +3% | +$78.5K | 1.48% | 31 |
|
|
2015
Q4 | $3.48M | Buy |
91,955
+10,008
| +12% | +$378K | 1.56% | 27 |
|
|
2015
Q3 | $2.92M | Sell |
81,947
-13,623
| -14% | -$485K | 1.5% | 28 |
|
|
2015
Q2 | $3.85M | Buy |
95,570
+33,429
| +54% | +$1.35M | 1.72% | 19 |
|
|
2015
Q1 | $2.42M | Buy |
62,141
+14,764
| +31% | +$576K | 1.09% | 36 |
|
|
2014
Q4 | $1.84M | Sell |
47,377
-2,742
| -5% | -$107K | 1.01% | 40 |
|
|
2014
Q3 | $1.87M | Buy |
50,119
+4,841
| +11% | +$180K | 1.05% | 38 |
|
|
2014
Q2 | $1.79M | Buy |
45,278
+406
| +0.9% | +$16K | 1% | 40 |
|
|
2014
Q1 | $1.8M | Buy |
44,872
+2,031
| +5% | +$81.6K | 1.11% | 36 |
|
|
2013
Q4 | $1.6M | Sell |
42,841
-391
| -0.9% | -$14.6K | 1.04% | 38 |
|
|
2013
Q3 | $1.46M | Buy |
43,232
+6,537
| +18% | +$221K | 0.96% | 42 |
|
|
2013
Q2 | $1.24M | Buy |
+36,695
| New | +$1.24M | 0.94% | 42 |
|