Lenox Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4K | Buy |
70
+13
| +23% | +$743 | ﹤0.01% | 593 |
|
|
2021
Q4 | $3K | Sell |
57
-56
| -50% | -$2.95K | ﹤0.01% | 681 |
|
|
2021
Q3 | $7K | Buy |
113
+16
| +16% | +$991 | ﹤0.01% | 521 |
|
|
2021
Q2 | $5K | Sell |
97
-178
| -65% | -$9.18K | ﹤0.01% | 563 |
|
|
2021
Q1 | $16K | Sell |
275
-2,425
| -90% | -$141K | ﹤0.01% | 350 |
|
|
2020
Q4 | $129K | Hold |
2,700
| – | – | 0.02% | 108 |
|
|
2020
Q3 | $103K | Sell |
2,700
-335
| -11% | -$12.8K | 0.02% | 114 |
|
|
2020
Q2 | $114K | Buy |
3,035
+232
| +8% | +$8.71K | 0.02% | 96 |
|
|
2020
Q1 | $86K | Sell |
2,803
-27
| -1% | -$828 | 0.02% | 101 |
|
|
2019
Q4 | $159K | Buy |
2,830
+130
| +5% | +$7.3K | 0.02% | 96 |
|
|
2019
Q3 | $144K | Hold |
2,700
| – | – | 0.02% | 91 |
|
|
2019
Q2 | $133K | Sell |
2,700
-89
| -3% | -$4.38K | 0.02% | 99 |
|
|
2019
Q1 | $130K | Buy |
2,789
+89
| +3% | +$4.15K | 0.02% | 93 |
|
|
2018
Q4 | $117K | Sell |
2,700
-2,700
| -50% | -$117K | 0.02% | 94 |
|
|
2018
Q3 | $262K | Buy |
+5,400
| New | +$262K | 0.05% | 60 |
|