JP Morgan Private Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.87M | Sell |
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|
2023
Q2 | $5.57M | Sell |
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|
2023
Q1 | $13.8M | Buy |
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|
2022
Q4 | $8.09M | Buy |
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|
2022
Q3 | $7.09M | Sell |
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|
2022
Q2 | $7.93M | Sell |
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|
2022
Q1 | $12.5M | Buy |
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|
2021
Q4 | $10.3M | Buy |
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|
2021
Q3 | $8.99M | Buy |
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|
2021
Q2 | $7.46M | Buy |
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|
2021
Q1 | $6.73M | Buy |
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|
2020
Q4 | $4.51M | Sell |
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|
2020
Q3 | $3.59M | Sell |
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|
2020
Q2 | $4.61M | Sell |
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|
2020
Q1 | $4.55M | Sell |
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|
2019
Q4 | $10.3M | Buy |
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|
2019
Q3 | $1.54M | Buy |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $798K | Sell |
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|
2018
Q3 | $9.54M | Buy |
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|
2018
Q2 | $9.91M | Buy |
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|
2018
Q1 | $10M | Buy |
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|
2017
Q4 | $5.81M | Sell |
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|
2017
Q3 | $5.55M | Buy |
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|
2017
Q2 | $5.34M | Buy |
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|
2017
Q1 | $5.13M | Buy |
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|
2016
Q4 | $5.35M | Buy |
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|
2016
Q3 | $619K | Buy |
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|
2016
Q2 | $400K | Sell |
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|
2016
Q1 | $659K | Buy |
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|
2015
Q4 | $291K | Sell |
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|
2015
Q3 | $284K | Sell |
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|
2015
Q2 | $350K | Buy |
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|
2015
Q1 | $265K | Sell |
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|
2014
Q4 | $268K | Sell |
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|
2014
Q3 | $469K | Buy |
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|
2014
Q2 | $245K | Sell |
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|
2014
Q1 | $367K | Buy |
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|
2013
Q4 | $247K | Buy |
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