Lake Street Private Wealth’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,591
| Closed | -$243K | – | 299 |
|
|
2022
Q3 | $243K | Sell |
5,591
-1,363
| -20% | -$59.2K | 0.06% | 237 |
|
|
2022
Q2 | $330K | Sell |
6,954
-4,382
| -39% | -$208K | 0.07% | 220 |
|
|
2022
Q1 | $643K | Buy |
11,336
+598
| +6% | +$33.9K | 0.12% | 162 |
|
|
2021
Q4 | $629K | Buy |
10,738
+2,810
| +35% | +$165K | 0.11% | 173 |
|
|
2021
Q3 | $465K | Buy |
7,928
+561
| +8% | +$32.9K | 0.11% | 150 |
|
|
2021
Q2 | $415K | Buy |
7,367
+2,279
| +45% | +$128K | 0.11% | 153 |
|
|
2021
Q1 | $297K | Buy |
+5,088
| New | +$297K | 0.08% | 176 |
|
|
2020
Q1 | – | Sell |
-4,757
| Closed | -$268K | – | 171 |
|
|
2019
Q4 | $268K | Buy |
+4,757
| New | +$268K | 0.1% | 148 |
|