Legacy Private Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,531
| Closed | -$283K | – | 227 |
|
|
2018
Q4 | $283K | Sell |
6,531
-1,920
| -23% | -$83.2K | 0.04% | 200 |
|
|
2018
Q3 | $410K | Sell |
8,451
-79
| -0.9% | -$3.83K | 0.05% | 177 |
|
|
2018
Q2 | $430K | Buy |
8,530
+1,050
| +14% | +$52.9K | 0.05% | 179 |
|
|
2018
Q1 | $389K | Buy |
7,480
+480
| +7% | +$25K | 0.05% | 188 |
|
|
2017
Q4 | $348K | Buy |
7,000
+810
| +13% | +$40.3K | 0.04% | 189 |
|
|
2017
Q3 | $291K | Buy |
+6,190
| New | +$291K | 0.04% | 204 |
|