Industrial Alliance Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,629
| Closed | -$397K | – | 458 |
|
|
2023
Q1 | $397K | Sell |
11,629
-8,747
| -43% | -$299K | 0.01% | 376 |
|
|
2022
Q4 | $877K | Hold |
20,376
| – | – | 0.02% | 264 |
|
|
2022
Q3 | $887K | Sell |
20,376
-330
| -2% | -$14.4K | 0.03% | 260 |
|
|
2022
Q2 | $982K | Sell |
20,706
-1,288
| -6% | -$61.1K | 0.03% | 258 |
|
|
2022
Q1 | $1.25M | Buy |
21,994
+4,778
| +28% | +$271K | 0.03% | 267 |
|
|
2021
Q4 | $1.01M | Buy |
+17,216
| New | +$1.01M | 0.02% | 267 |
|