Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,464
| Closed | -$89K | – | 1006 |
|
|
2021
Q3 | $89K | Buy |
1,464
+970
| +196% | +$59K | 0.03% | 312 |
|
|
2021
Q2 | $27K | Buy |
494
+188
| +61% | +$10.3K | 0.01% | 448 |
|
|
2021
Q1 | $14K | Hold |
306
| – | – | 0.01% | 533 |
|
|
2020
Q4 | $14K | Buy |
306
+220
| +256% | +$10.1K | 0.01% | 530 |
|
|
2020
Q3 | $3K | Sell |
86
-16
| -16% | -$558 | ﹤0.01% | 723 |
|
|
2020
Q2 | $4K | Sell |
102
-138
| -58% | -$5.41K | ﹤0.01% | 665 |
|
|
2020
Q1 | $7K | Sell |
240
-137
| -36% | -$4K | 0.01% | 527 |
|
|
2019
Q4 | $21K | Buy |
377
+88
| +30% | +$4.9K | 0.02% | 408 |
|
|
2019
Q3 | $15K | Buy |
289
+231
| +398% | +$12K | 0.01% | 443 |
|
|
2019
Q2 | $3K | Sell |
58
-22
| -28% | -$1.14K | ﹤0.01% | 731 |
|
|
2019
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 606 |
|
|
2018
Q4 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 646 |
|