Independent Investors Inc’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,269
| Closed | -$250K | – | 69 |
|
|
2022
Q2 | $250K | Sell |
5,269
-388
| -7% | -$18.4K | 0.07% | 65 |
|
|
2022
Q1 | $321K | Hold |
5,657
| – | – | 0.07% | 64 |
|
|
2021
Q4 | $331K | Sell |
5,657
-500
| -8% | -$29.3K | 0.07% | 65 |
|
|
2021
Q3 | $361K | Hold |
6,157
| – | – | 0.09% | 65 |
|
|
2021
Q2 | $342K | Buy |
6,157
+400
| +7% | +$22.2K | 0.08% | 66 |
|
|
2021
Q1 | $336K | Buy |
5,757
+1,050
| +22% | +$61.3K | 0.09% | 66 |
|
|
2020
Q4 | $226K | Sell |
4,707
-4,272
| -48% | -$205K | 0.06% | 69 |
|
|
2020
Q3 | $342K | Hold |
8,979
| – | – | 0.1% | 64 |
|
|
2020
Q2 | $337K | Hold |
8,979
| – | – | 0.11% | 63 |
|
|
2020
Q1 | $276K | Buy |
8,979
+3,800
| +73% | +$117K | 0.11% | 65 |
|
|
2019
Q4 | $291K | Buy |
+5,179
| New | +$291K | 0.1% | 70 |
|