IFAM
Institutional & Family Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-88
| Closed | -$3K | – | 788 |
|
|
2023
Q1 | $3K | Hold |
88
| – | – | ﹤0.01% | 532 |
|
|
2022
Q4 | $3.79K | Buy |
88
+24
| +38% | +$1.03K | ﹤0.01% | 503 |
|
|
2022
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 559 |
|
|
2022
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 566 |
|
|
2022
Q1 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 587 |
|
|
2019
Q2 | – | Sell |
-1,285
| Closed | -$60K | – | 874 |
|
|
2019
Q1 | $60K | Sell |
1,285
-1,692
| -57% | -$79K | 0.01% | 304 |
|
|
2018
Q4 | $129K | Sell |
2,977
-134
| -4% | -$5.81K | 0.03% | 201 |
|
|
2018
Q3 | $151K | Sell |
3,111
-372
| -11% | -$18.1K | 0.03% | 220 |
|
|
2018
Q2 | $176K | Sell |
3,483
-123
| -3% | -$6.22K | 0.04% | 191 |
|
|
2018
Q1 | $188K | Buy |
+3,606
| New | +$188K | 0.04% | 173 |
|