LG
Leuthold Group’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-82,479
| Closed | -$3.87M | – | 213 |
|
|
2017
Q3 | $3.87M | Sell |
82,479
-12,849
| -13% | -$603K | 0.39% | 106 |
|
|
2017
Q2 | $4.33M | Sell |
95,328
-2,421
| -2% | -$110K | 0.46% | 86 |
|
|
2017
Q1 | $4.37M | Buy |
97,749
+85,569
| +703% | +$3.82M | 0.47% | 82 |
|
|
2016
Q4 | $573K | Buy |
+12,180
| New | +$573K | 0.06% | 187 |
|
|
2016
Q1 | – | Sell |
-131,368
| Closed | -$4.97M | – | 214 |
|
|
2015
Q4 | $4.97M | Buy |
+131,368
| New | +$4.97M | 0.52% | 72 |
|
|
2014
Q1 | – | Sell |
-35,341
| Closed | -$1.32M | – | 214 |
|
|
2013
Q4 | $1.32M | Sell |
35,341
-1,769
| -5% | -$66K | 0.12% | 167 |
|
|
2013
Q3 | $1.25M | Buy |
37,110
+413
| +1% | +$13.9K | 0.12% | 203 |
|
|
2013
Q2 | $1.24M | Buy |
+36,697
| New | +$1.24M | 0.12% | 207 |
|