Jackson Grant Investment Advisers’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-432
| Closed | -$24K | – | 224 |
|
|
2019
Q4 | $24K | Buy |
432
+3
| +0.7% | +$167 | 0.01% | 182 |
|
|
2019
Q3 | $23K | Buy |
429
+4
| +0.9% | +$214 | 0.01% | 185 |
|
|
2019
Q2 | $21K | Buy |
425
+4
| +1% | +$198 | 0.01% | 186 |
|
|
2019
Q1 | $20K | Buy |
421
+3
| +0.7% | +$143 | 0.01% | 183 |
|
|
2018
Q4 | $18K | Buy |
418
+3
| +0.7% | +$129 | 0.01% | 183 |
|
|
2018
Q3 | $20K | Buy |
415
+4
| +1% | +$193 | 0.01% | 184 |
|
|
2018
Q2 | $21K | Buy |
411
+3
| +0.7% | +$153 | 0.01% | 187 |
|
|
2018
Q1 | $21K | Buy |
408
+2
| +0.5% | +$103 | 0.01% | 183 |
|
|
2017
Q4 | $20K | Buy |
406
+3
| +0.7% | +$148 | 0.01% | 185 |
|
|
2017
Q3 | $19K | Buy |
403
+3
| +0.8% | +$141 | 0.01% | 186 |
|
|
2017
Q2 | $18K | Hold |
400
| – | – | 0.01% | 163 |
|
|
2017
Q1 | $18K | Buy |
+400
| New | +$18K | 0.01% | 156 |
|