Impact Partnership Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,572
| Closed | -$760K | – | 284 |
|
|
2024
Q2 | $760K | Buy |
19,572
+2,175
| +13% | +$84.5K | 0.2% | 63 |
|
|
2024
Q1 | $678K | Sell |
17,397
-3,273
| -16% | -$128K | 0.27% | 46 |
|
|
2023
Q4 | $763K | Buy |
20,670
+5,013
| +32% | +$185K | 0.28% | 48 |
|
|
2023
Q3 | $448K | Buy |
15,657
+15,146
| +2,964% | +$433K | 0.14% | 80 |
|
|
2023
Q2 | $15.5K | Buy |
+511
| New | +$15.5K | 0.01% | 376 |
|