Icon Wealth Partners’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 | $811K | Sell |
28,329
-58,825
| -67% | -$1.68M | 0.09% | 135 |
|
|
2023
Q2 | $2.65M | Sell |
87,154
-40,101
| -32% | -$1.22M | 0.28% | 71 |
|
|
2023
Q1 | $4.34M | Buy |
+127,255
| New | +$4.34M | 0.47% | 49 |
|
|
2022
Q2 | $5.37M | Sell |
113,297
-8,355
| -7% | -$396K | 0.64% | 33 |
|
|
2022
Q1 | $6.9M | Sell |
121,652
-1,262
| -1% | -$71.6K | 0.69% | 29 |
|
|
2021
Q4 | $7.2M | Sell |
122,914
-3,751
| -3% | -$220K | 0.72% | 33 |
|
|
2021
Q3 | $7.43M | Sell |
126,665
-2,514
| -2% | -$147K | 0.78% | 28 |
|
|
2021
Q2 | $7.17M | Buy |
129,179
+18,511
| +17% | +$1.03M | 0.77% | 29 |
|
|
2021
Q1 | $6.45M | Buy |
110,668
+19,271
| +21% | +$1.12M | 0.81% | 30 |
|
|
2020
Q4 | $4.38M | Buy |
91,397
+8,945
| +11% | +$429K | 0.69% | 34 |
|
|
2020
Q3 | $3.14M | Buy |
82,452
+61,962
| +302% | +$2.36M | 0.61% | 49 |
|
|
2020
Q2 | $769K | Buy |
+20,490
| New | +$769K | 0.19% | 99 |
|
|
2019
Q2 | – | Sell |
-1,769
| Closed | -$82K | – | 703 |
|
|
2019
Q1 | $82K | Buy |
+1,769
| New | +$82K | 0.03% | 266 |
|
|
2018
Q3 | – | Sell |
-1,796
| Closed | -$91K | – | 679 |
|
|
2018
Q2 | $91K | Buy |
+1,796
| New | +$91K | 0.04% | 260 |
|
|
2018
Q1 | – | Sell |
-1,704
| Closed | -$85K | – | 676 |
|
|
2017
Q4 | $85K | Buy |
+1,704
| New | +$85K | 0.04% | 303 |
|