Islay Capital 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
Q3 | – | Sell |
-651
| Closed | -$19.8K | – | 236 |
|
|
2023
Q2 | $19.8K | Sell |
651
-12,524
| -95% | -$380K | 0.02% | 162 |
|
|
2023
Q1 | $449K | Buy |
13,175
+3,649
| +38% | +$124K | 0.44% | 75 |
|
|
2022
Q4 | $410K | Buy |
9,526
+100
| +1% | +$4.3K | 0.47% | 61 |
|
|
2022
Q3 | $410K | Hold |
9,426
| – | – | 0.49% | 50 |
|
|
2022
Q2 | $447K | Buy |
+9,426
| New | +$447K | 0.47% | 48 |
|