JLBC
J.L. Bainbridge & Co’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,055
| Closed | -$218K | – | 77 |
|
|
2022
Q4 | $218K | Sell |
5,055
-86
| -2% | -$3.7K | 0.03% | 70 |
|
|
2022
Q3 | $224K | Hold |
5,141
| – | – | 0.03% | 58 |
|
|
2022
Q2 | $244K | Hold |
5,141
| – | – | 0.04% | 57 |
|
|
2022
Q1 | $291K | Hold |
5,141
| – | – | 0.03% | 53 |
|
|
2021
Q4 | $301K | Sell |
5,141
-27
| -0.5% | -$1.58K | 0.03% | 55 |
|
|
2021
Q3 | $303K | Buy |
5,168
+245
| +5% | +$14.4K | 0.04% | 57 |
|
|
2021
Q2 | $273K | Hold |
4,923
| – | – | 0.03% | 65 |
|
|
2021
Q1 | $287K | Sell |
4,923
-785
| -14% | -$45.8K | 0.04% | 60 |
|
|
2020
Q4 | $274K | Buy |
+5,708
| New | +$274K | 0.04% | 61 |
|
|
2020
Q1 | – | Sell |
-4,836
| Closed | -$272K | – | 80 |
|
|
2019
Q4 | $272K | Buy |
+4,836
| New | +$272K | 0.04% | 60 |
|