Israel Discount Bank of New York’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,661
| Closed | -$338K | – | 76 |
|
|
2024
Q1 | $338K | Sell |
8,661
-6,222
| -42% | -$243K | 0.42% | 53 |
|
|
2023
Q4 | $549K | Sell |
14,883
-321
| -2% | -$11.9K | 0.43% | 50 |
|
|
2023
Q3 | $435K | Sell |
15,204
-97
| -0.6% | -$2.78K | 0.36% | 57 |
|
|
2023
Q2 | $464K | Buy |
15,301
+1,140
| +8% | +$34.6K | 0.37% | 59 |
|
|
2023
Q1 | $483K | Sell |
14,161
-441
| -3% | -$15K | 0.36% | 64 |
|
|
2022
Q4 | $628K | Sell |
14,602
-851
| -6% | -$36.6K | 0.53% | 48 |
|
|
2022
Q3 | $673K | Buy |
15,453
+321
| +2% | +$14K | 0.56% | 41 |
|
|
2022
Q2 | $717K | Sell |
15,132
-1,453
| -9% | -$68.8K | 0.54% | 42 |
|
|
2022
Q1 | $940K | Buy |
16,585
+529
| +3% | +$30K | 0.62% | 35 |
|
|
2021
Q4 | $941K | Sell |
16,056
-500
| -3% | -$29.3K | 0.58% | 37 |
|
|
2021
Q3 | $971K | Buy |
+16,556
| New | +$971K | 0.66% | 33 |
|
|
2021
Q1 | $860K | Sell |
14,759
-155
| -1% | -$9.03K | 0.66% | 29 |
|
|
2020
Q4 | $714K | Sell |
14,914
-6,225
| -29% | -$298K | 0.52% | 44 |
|
|
2020
Q3 | $804K | Buy |
21,139
+1,729
| +9% | +$65.8K | 0.52% | 46 |
|
|
2020
Q2 | $728K | Buy |
+19,410
| New | +$728K | 0.5% | 49 |
|