Jackson Square Capital’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,542
| Closed | -$285K | – | 137 |
|
|
2022
Q3 | $285K | Hold |
6,542
| – | – | 0.14% | 106 |
|
|
2022
Q2 | $310K | Sell |
6,542
-4,442
| -40% | -$210K | 0.13% | 108 |
|
|
2022
Q1 | $623K | Sell |
10,984
-1,128
| -9% | -$64K | 0.19% | 97 |
|
|
2021
Q4 | $709K | Buy |
12,112
+1,761
| +17% | +$103K | 0.2% | 97 |
|
|
2021
Q3 | $607K | Buy |
10,351
+581
| +6% | +$34.1K | 0.2% | 96 |
|
|
2021
Q2 | $542K | Buy |
9,770
+664
| +7% | +$36.8K | 0.17% | 104 |
|
|
2021
Q1 | $531K | Buy |
9,106
+1,603
| +21% | +$93.5K | 0.2% | 97 |
|
|
2020
Q4 | $360K | Buy |
7,503
+7,323
| +4,068% | +$351K | 0.14% | 108 |
|
|
2020
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 278 |
|
|
2020
Q2 | $7K | Sell |
180
-232
| -56% | -$9.02K | ﹤0.01% | 261 |
|
|
2020
Q1 | $13K | Sell |
412
-40
| -9% | -$1.26K | 0.01% | 201 |
|
|
2019
Q4 | $25K | Buy |
+452
| New | +$25K | 0.01% | 198 |
|