JNBA Financial Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-42
| Closed | -$1.2K | – | 746 |
|
|
2023
Q3 | $1.2K | Buy |
+42
| New | +$1.2K | ﹤0.01% | 654 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | -$1.36K | – | 750 |
|
|
2023
Q1 | $1.36K | Buy |
+40
| New | +$1.36K | ﹤0.01% | 640 |
|
|
2022
Q2 | – | Sell |
-63
| Closed | -$4K | – | 759 |
|
|
2022
Q1 | $4K | Sell |
63
-225
| -78% | -$14.3K | ﹤0.01% | 580 |
|
|
2021
Q4 | $17K | Buy |
288
+225
| +357% | +$13.3K | ﹤0.01% | 453 |
|
|
2021
Q3 | $4K | Hold |
63
| – | – | ﹤0.01% | 619 |
|
|
2021
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 604 |
|
|
2021
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 553 |
|
|
2020
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 536 |
|
|
2018
Q4 | – | Sell |
-54,033
| Closed | -$2.62M | – | 715 |
|
|
2018
Q3 | $2.62M | Buy |
+54,033
| New | +$2.62M | 1.18% | 36 |
|
|
2016
Q4 | – | Sell |
-8,692
| Closed | -$328K | – | 1251 |
|
|
2016
Q3 | $328K | Buy |
+8,692
| New | +$328K | 0.05% | 151 |
|