Lewis Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-46,206
| Closed | -$1.99M | – | 59 |
|
2022
Q4 | $1.99M | Sell |
46,206
-188
| -0.4% | -$8.09K | 3.04% | 8 |
|
2022
Q3 | $2.02M | Buy |
46,394
+663
| +1% | +$28.9K | 3.1% | 7 |
|
2022
Q2 | $2.17M | Buy |
45,731
+901
| +2% | +$42.7K | 3.1% | 7 |
|
2022
Q1 | $2.54M | Buy |
44,830
+359
| +0.8% | +$20.4K | 2.88% | 6 |
|
2021
Q4 | $2.6M | Buy |
+44,471
| New | +$2.6M | 2.73% | 7 |
|