LAM
Lebenthal Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4.61M | Sell |
103,105
-17,938
| -15% | -$802K | 0.57% | 47 |
|
|
2016
Q4 | $5.69M | Sell |
121,043
-607
| -0.5% | -$28.5K | 0.73% | 36 |
|
|
2016
Q3 | $4.59M | Buy |
121,650
+1,510
| +1% | +$56.9K | 0.6% | 44 |
|
|
2016
Q2 | $4.28M | Buy |
120,140
+6,310
| +6% | +$225K | 0.55% | 50 |
|
|
2016
Q1 | $3.79M | Buy |
+113,830
| New | +$3.79M | 1.54% | 33 |
|