Lindenwold Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,072
| Closed | -$483K | – | 125 |
|
|
2023
Q4 | $483K | Hold |
13,072
| – | – | 0.27% | 68 |
|
|
2023
Q3 | $374K | Hold |
13,072
| – | – | 0.23% | 70 |
|
|
2023
Q2 | $397K | Hold |
13,072
| – | – | 0.24% | 71 |
|
|
2023
Q1 | $446K | Sell |
13,072
-160
| -1% | -$5.46K | 0.28% | 73 |
|
|
2022
Q4 | $569K | Hold |
13,232
| – | – | 0.38% | 64 |
|
|
2022
Q3 | $576K | Sell |
13,232
-3
| -0% | -$131 | 0.43% | 63 |
|
|
2022
Q2 | $628K | Hold |
13,235
| – | – | 0.45% | 60 |
|
|
2022
Q1 | $750K | Sell |
13,235
-680
| -5% | -$38.5K | 0.46% | 58 |
|
|
2021
Q4 | $815K | Buy |
+13,915
| New | +$815K | 0.48% | 57 |
|