Lakeshore Capital’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$5.37M Sell
150,857
-20,330
-12% -$724K 11.79% 1
2015
Q2
$6.9M Sell
171,187
-9,044
-5% -$365K 11.74% 1
2015
Q1
$7.03M Sell
180,231
-31,542
-15% -$1.23M 11.4% 1
2014
Q4
$8.24M Sell
211,773
-35,031
-14% -$1.36M 10.62% 1
2014
Q3
$9.18M Sell
246,804
-4,345
-2% -$162K 9.2% 1
2014
Q2
$9.9M Buy
251,149
+2,050
+0.8% +$80.8K 9.31% 1
2014
Q1
$10M Sell
249,099
-38,021
-13% -$1.53M 10.12% 1
2013
Q4
$10.7M Sell
287,120
-14,551
-5% -$543K 10.48% 1
2013
Q3
$10.2M Sell
301,671
-1,053
-0.3% -$35.5K 9.27% 1
2013
Q2
$10.3M Buy
+302,724
New +$10.3M 9.61% 1