Jacobus Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $502K | Hold |
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|
2017
Q2 | $486K | Hold |
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|
2017
Q1 | $478K | Hold |
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|
2016
Q4 | $503K | Hold |
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|
2016
Q3 | $404K | Hold |
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|
2016
Q2 | $381K | Sell |
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|
2016
Q1 | $380K | Buy |
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|
2015
Q4 | $405K | Hold |
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|
2015
Q3 | $381K | Hold |
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|
2015
Q2 | $431K | Hold |
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|
2015
Q1 | $417K | Hold |
|
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|
2014
Q4 | $416K | Hold |
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|
2014
Q3 | $398K | Hold |
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|
2014
Q2 | $422K | Hold |
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|
2014
Q1 | $430K | Hold |
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|
2013
Q4 | $399K | Sell |
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|
2013
Q3 | $378K | Hold |
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|
2013
Q2 | $379K | Buy |
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