Lenox Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $14K | Buy |
387
+32
| +9% | +$1.16K | ﹤0.01% | 391 |
|
|
2020
Q1 | $10K | Buy |
355
+124
| +54% | +$3.49K | ﹤0.01% | 394 |
|
|
2019
Q4 | $13K | Sell |
231
-50
| -18% | -$2.81K | ﹤0.01% | 407 |
|
|
2019
Q3 | $14K | Hold |
281
| – | – | ﹤0.01% | 405 |
|
|
2019
Q2 | $13K | Hold |
281
| – | – | ﹤0.01% | 401 |
|
|
2019
Q1 | $13K | Buy |
281
+231
| +462% | +$10.7K | ﹤0.01% | 414 |
|
|
2018
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 569 |
|
|
2018
Q1 | – | Sell |
-2,041
| Closed | -$101K | – | 506 |
|
|
2017
Q4 | $101K | Hold |
2,041
| – | – | 0.03% | 162 |
|
|
2017
Q3 | $95K | Hold |
2,041
| – | – | 0.03% | 167 |
|
|
2017
Q2 | $93K | Hold |
2,041
| – | – | 0.04% | 154 |
|
|
2017
Q1 | $91K | Hold |
2,041
| – | – | 0.07% | 63 |
|
|
2016
Q4 | $96K | Hold |
2,041
| – | – | 0.07% | 60 |
|
|
2016
Q3 | $77K | Hold |
2,041
| – | – | 0.06% | 74 |
|
|
2016
Q2 | $73K | Hold |
2,041
| – | – | 0.05% | 79 |
|
|
2016
Q1 | $68K | Hold |
2,041
| – | – | 0.05% | 86 |
|
|
2015
Q4 | $77K | Buy |
+2,041
| New | +$77K | 0.06% | 84 |
|