Lloyd Advisory Services’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,480
| Closed | -$954K | – | 182 |
|
|
2024
Q1 | $954K | Buy |
24,480
+16,602
| +211% | +$647K | 0.2% | 90 |
|
|
2023
Q4 | $291K | Buy |
+7,878
| New | +$291K | 0.14% | 90 |
|
|
2022
Q3 | – | Sell |
-4,263
| Closed | -$201K | – | 71 |
|
|
2022
Q2 | $201K | Buy |
4,263
+1,805
| +73% | +$85.1K | 0.16% | 64 |
|
|
2022
Q1 | $139K | Buy |
2,458
+29
| +1% | +$1.64K | 0.06% | 127 |
|
|
2021
Q4 | $142K | Buy |
2,429
+55
| +2% | +$3.22K | 0.07% | 114 |
|
|
2021
Q3 | $139K | Buy |
2,374
+951
| +67% | +$55.7K | 0.07% | 108 |
|
|
2021
Q2 | $79K | Buy |
1,423
+89
| +7% | +$4.94K | 0.04% | 132 |
|
|
2021
Q1 | $78K | Buy |
1,334
+1,055
| +378% | +$61.7K | 0.04% | 113 |
|
|
2020
Q4 | $13K | Sell |
279
-66
| -19% | -$3.08K | 0.01% | 190 |
|
|
2020
Q3 | $13K | Buy |
345
+227
| +192% | +$8.55K | 0.01% | 172 |
|
|
2020
Q2 | $4K | Buy |
118
+6
| +5% | +$203 | ﹤0.01% | 236 |
|
|
2020
Q1 | $3K | Hold |
112
| – | – | ﹤0.01% | 206 |
|
|
2019
Q4 | $6K | Buy |
+112
| New | +$6K | 0.01% | 246 |
|