Kings Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,426
| Closed | -$92K | – | 513 |
|
|
2020
Q3 | $92K | Buy |
2,426
+1,500
| +162% | +$56.9K | 0.01% | 245 |
|
|
2020
Q2 | $35K | Sell |
926
-400
| -30% | -$15.1K | 0.01% | 314 |
|
|
2020
Q1 | $41K | Hold |
1,326
| – | – | 0.01% | 288 |
|
|
2019
Q4 | $75K | Buy |
+1,326
| New | +$75K | 0.01% | 263 |
|
|
2019
Q3 | – | Sell |
-440
| Closed | -$22K | – | 480 |
|
|
2019
Q2 | $22K | Buy |
+440
| New | +$22K | ﹤0.01% | 341 |
|
|
2013
Q4 | – | Sell |
-2,400
| Closed | -$81K | – | 278 |
|
|
2013
Q3 | $81K | Hold |
2,400
| – | – | 0.03% | 141 |
|
|
2013
Q2 | $81K | Buy |
+2,400
| New | +$81K | 0.03% | 151 |
|