Ladenburg Thalmann Financial Services’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $6.97M | Buy |
123,685
+48,997
| +66% | +$2.76M | 0.04% | 389 |
|
2019
Q3 | $3.99M | Sell |
74,688
-1,148
| -2% | -$61.3K | 0.03% | 545 |
|
2019
Q2 | $3.73M | Sell |
75,836
-4,212
| -5% | -$207K | 0.03% | 549 |
|
2019
Q1 | $3.75M | Buy |
80,048
+19,143
| +31% | +$897K | 0.03% | 526 |
|
2018
Q4 | $2.66M | Buy |
60,905
+17,561
| +41% | +$766K | 0.02% | 568 |
|
2018
Q3 | $2.1M | Buy |
43,344
+2,570
| +6% | +$125K | 0.02% | 703 |
|
2018
Q2 | $2.11M | Hold |
40,774
| – | – | 0.02% | 674 |
|
2018
Q1 | $2.11M | Buy |
40,774
+7,470
| +22% | +$387K | 0.02% | 674 |
|
2017
Q4 | $1.66M | Buy |
33,304
+827
| +3% | +$41.1K | 0.02% | 785 |
|
2017
Q3 | $1.52M | Buy |
32,477
+221
| +0.7% | +$10.4K | 0.02% | 755 |
|
2017
Q2 | $1.47M | Sell |
32,256
-7,510
| -19% | -$341K | 0.02% | 729 |
|
2017
Q1 | $1.78M | Sell |
39,766
-10,964
| -22% | -$490K | 0.02% | 620 |
|
2016
Q4 | $2.18M | Buy |
50,730
+820
| +2% | +$35.3K | 0.03% | 479 |
|
2016
Q3 | $1.88M | Buy |
49,910
+5,600
| +13% | +$211K | 0.03% | 520 |
|
2016
Q2 | $1.58M | Buy |
44,310
+14,724
| +50% | +$524K | 0.03% | 553 |
|
2016
Q1 | $986K | Buy |
29,586
+2,144
| +8% | +$71.5K | 0.02% | 702 |
|
2015
Q4 | $1.04M | Buy |
27,442
+1,008
| +4% | +$38.1K | 0.02% | 673 |
|
2015
Q3 | $938K | Sell |
26,434
-377
| -1% | -$13.4K | 0.02% | 671 |
|
2015
Q2 | $1.09M | Buy |
26,811
+804
| +3% | +$32.5K | 0.02% | 658 |
|
2015
Q1 | $1.01M | Sell |
26,007
-4,753
| -15% | -$185K | 0.02% | 674 |
|
2014
Q4 | $1.2M | Buy |
30,760
+7,487
| +32% | +$291K | 0.03% | 528 |
|
2014
Q3 | $866K | Buy |
23,273
+5,922
| +34% | +$220K | 0.02% | 561 |
|
2014
Q2 | $684K | Buy |
17,351
+4,472
| +35% | +$176K | 0.02% | 650 |
|
2014
Q1 | $517K | Buy |
12,879
+184
| +1% | +$7.39K | 0.02% | 715 |
|
2013
Q4 | $474K | Buy |
12,695
+664
| +6% | +$24.8K | 0.01% | 706 |
|
2013
Q3 | $406K | Sell |
12,031
-921
| -7% | -$31.1K | 0.01% | 734 |
|
2013
Q2 | $439K | Buy |
+12,952
| New | +$439K | 0.02% | 677 |
|