Lee Financial’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-223
| Closed | -$8.23K | – | 744 |
|
|
2023
Q4 | $8.23K | Buy |
223
+143
| +179% | +$5.28K | ﹤0.01% | 467 |
|
|
2023
Q3 | $2.29K | Hold |
80
| – | – | ﹤0.01% | 654 |
|
|
2023
Q2 | $2.43K | Hold |
80
| – | – | ﹤0.01% | 624 |
|
|
2023
Q1 | $2.73K | Buy |
80
+58
| +264% | +$1.98K | ﹤0.01% | 615 |
|
|
2022
Q4 | $947 | Sell |
22
-152
| -87% | -$6.54K | ﹤0.01% | 774 |
|
|
2022
Q3 | $8K | Buy |
174
+4
| +2% | +$184 | ﹤0.01% | 481 |
|
|
2022
Q2 | $8K | Sell |
170
-7
| -4% | -$329 | ﹤0.01% | 493 |
|
|
2022
Q1 | $10K | Buy |
177
+26
| +17% | +$1.47K | ﹤0.01% | 440 |
|
|
2021
Q4 | $9K | Sell |
151
-3
| -2% | -$179 | ﹤0.01% | 524 |
|
|
2021
Q3 | $9K | Buy |
154
+122
| +381% | +$7.13K | ﹤0.01% | 442 |
|
|
2021
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 619 |
|
|
2020
Q3 | – | Sell |
-74
| Closed | -$3K | – | 569 |
|
|
2020
Q2 | $3K | Sell |
74
-165
| -69% | -$6.69K | ﹤0.01% | 473 |
|
|
2020
Q1 | $7K | Hold |
239
| – | – | ﹤0.01% | 350 |
|
|
2019
Q4 | $13K | Buy |
239
+165
| +223% | +$8.98K | ﹤0.01% | 312 |
|
|
2019
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 441 |
|
|
2019
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 447 |
|
|
2019
Q1 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 458 |
|