Lenox Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $3K | Sell |
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|
2021
Q3 | $7K | Buy |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $16K | Sell |
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|
2020
Q4 | $129K | Hold |
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|
2020
Q3 | $103K | Sell |
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|
2020
Q2 | $114K | Buy |
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|
2020
Q1 | $86K | Sell |
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|
2019
Q4 | $159K | Buy |
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|
2019
Q3 | $144K | Hold |
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|
2019
Q2 | $133K | Sell |
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|
2019
Q1 | $130K | Buy |
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|
2018
Q4 | $117K | Sell |
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|
2018
Q3 | $262K | Buy |
|