Lenox Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $14K | Buy |
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|
2020
Q1 | $10K | Buy |
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|
2019
Q4 | $13K | Sell |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $101K | Hold |
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|
2017
Q3 | $95K | Hold |
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|
2017
Q2 | $93K | Hold |
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|
2017
Q1 | $91K | Hold |
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|
2016
Q4 | $96K | Hold |
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|
2016
Q3 | $77K | Hold |
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|
2016
Q2 | $73K | Hold |
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|
2016
Q1 | $68K | Hold |
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|
2015
Q4 | $77K | Buy |
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