Kendall Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,774
| Closed | -$221K | – | 168 |
|
|
2021
Q3 | $221K | Buy |
3,774
+133
| +4% | +$7.79K | 0.12% | 146 |
|
|
2021
Q2 | $202K | Hold |
3,641
| – | – | 0.11% | 147 |
|
|
2021
Q1 | $212K | Buy |
+3,641
| New | +$212K | 0.13% | 137 |
|
|
2020
Q3 | – | Sell |
-5,478
| Closed | -$206K | – | 127 |
|
|
2020
Q2 | $206K | Buy |
+5,478
| New | +$206K | 0.2% | 117 |
|
|
2020
Q1 | – | Sell |
-5,683
| Closed | -$320K | – | 111 |
|
|
2019
Q4 | $320K | Buy |
+5,683
| New | +$320K | 0.25% | 93 |
|