Jackson Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-63,663
| Closed | -$3.61M | – | 117 |
|
|
2022
Q1 | $3.61M | Buy |
+63,663
| New | +$3.61M | 0.5% | 49 |
|
|
2016
Q3 | – | Sell |
-36,627
| Closed | -$1.3M | – | 72 |
|
|
2016
Q2 | $1.3M | Hold |
36,627
| – | – | 0.49% | 49 |
|
|
2016
Q1 | $1.21M | Hold |
36,627
| – | – | 0.47% | 52 |
|
|
2015
Q4 | $1.28M | Buy |
+36,627
| New | +$1.28M | 0.51% | 50 |
|
|
2015
Q3 | – | Sell |
-36,627
| Closed | -$1.47M | – | 135 |
|
|
2015
Q2 | $1.47M | Hold |
36,627
| – | – | 0.5% | 62 |
|
|
2015
Q1 | $1.43M | Buy |
+36,627
| New | +$1.43M | 0.46% | 74 |
|