Laurel Wealth Advisors (California)’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 | $946K | Sell |
21,992
-145
| -0.7% | -$6.24K | 0.09% | 222 |
|
|
2022
Q3 | $964K | Buy |
22,137
+869
| +4% | +$37.8K | 0.1% | 213 |
|
|
2022
Q2 | $1.01M | Sell |
21,268
-860
| -4% | -$40.8K | 0.1% | 218 |
|
|
2022
Q1 | $1.26M | Buy |
22,128
+75
| +0.3% | +$4.25K | 0.1% | 208 |
|
|
2021
Q4 | $1.29M | Buy |
+22,053
| New | +$1.29M | 0.1% | 207 |
|
|
2019
Q4 | – | Sell |
-9,820
| Closed | -$524K | – | 475 |
|
|
2019
Q3 | $524K | Buy |
9,820
+900
| +10% | +$48K | 0.09% | 235 |
|
|
2019
Q2 | $438K | Buy |
8,920
+12
| +0.1% | +$589 | 0.1% | 228 |
|
|
2019
Q1 | $414K | Buy |
8,908
+1,552
| +21% | +$72.1K | 0.1% | 221 |
|
|
2018
Q4 | $318K | Sell |
7,356
-3,300
| -31% | -$143K | 0.09% | 237 |
|
|
2018
Q3 | $517K | Buy |
10,656
+346
| +3% | +$16.8K | 0.13% | 182 |
|
|
2018
Q2 | $520K | Buy |
10,310
+1,824
| +21% | +$92K | 0.14% | 168 |
|
|
2018
Q1 | $441K | Buy |
8,486
+2,200
| +35% | +$114K | 0.14% | 181 |
|
|
2017
Q4 | $312K | Sell |
6,286
-2,500
| -28% | -$124K | 0.09% | 241 |
|
|
2017
Q3 | $412K | Buy |
8,786
+754
| +9% | +$35.4K | 0.14% | 172 |
|
|
2017
Q2 | $364K | Buy |
+8,032
| New | +$364K | 0.13% | 184 |
|