Lake Street Advisors Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $396K | Buy |
9,127
+21
| +0.2% | +$911 | 0.02% | 378 |
|
|
2024
Q3 | $389K | Buy |
9,106
+688
| +8% | +$29.4K | 0.02% | 385 |
|
|
2024
Q2 | $327K | Buy |
8,418
+119
| +1% | +$4.62K | 0.02% | 423 |
|
|
2024
Q1 | $323K | Buy |
8,299
+111
| +1% | +$4.33K | 0.02% | 443 |
|
|
2023
Q4 | $302K | Sell |
8,188
-1,994
| -20% | -$73.6K | 0.02% | 435 |
|
|
2023
Q3 | $291K | Sell |
10,182
-1,579
| -13% | -$45.1K | 0.02% | 232 |
|
|
2023
Q2 | $357K | Sell |
11,761
-1,002
| -8% | -$30.4K | 0.02% | 219 |
|
|
2023
Q1 | $435K | Buy |
12,763
+639
| +5% | +$21.8K | 0.03% | 201 |
|
|
2022
Q4 | $522K | Sell |
12,124
-2,362
| -16% | -$102K | 0.03% | 186 |
|
|
2022
Q3 | $631K | Buy |
14,486
+1,140
| +9% | +$49.7K | 0.05% | 174 |
|
|
2022
Q2 | $633K | Sell |
13,346
-440
| -3% | -$20.9K | 0.05% | 163 |
|
|
2022
Q1 | $782K | Buy |
13,786
+2,292
| +20% | +$130K | 0.05% | 158 |
|
|
2021
Q4 | $673K | Buy |
+11,494
| New | +$673K | 0.04% | 158 |
|
|
2021
Q3 | – | Sell |
-9,201
| Closed | -$538K | – | 399 |
|
|
2021
Q2 | $538K | Hold |
9,201
| – | – | 0.04% | 160 |
|
|
2021
Q1 | $537K | Buy |
9,201
+87
| +1% | +$5.08K | 0.04% | 153 |
|
|
2020
Q4 | $437K | Buy |
9,114
+37
| +0.4% | +$1.77K | 0.04% | 164 |
|
|
2020
Q3 | $345K | Buy |
9,077
+71
| +0.8% | +$2.7K | 0.03% | 184 |
|
|
2020
Q2 | $338K | Sell |
9,006
-453
| -5% | -$17K | 0.03% | 180 |
|
|
2020
Q1 | $292K | Buy |
9,459
+1,427
| +18% | +$44.1K | 0.04% | 181 |
|
|
2019
Q4 | $452K | Buy |
+8,032
| New | +$452K | 0.04% | 126 |
|
|
2018
Q2 | – | Sell |
-3,918
| Closed | -$204K | – | 354 |
|
|
2018
Q1 | $204K | Buy |
+3,918
| New | +$204K | 0.02% | 292 |
|