LMCG Investments’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,528
| Closed | -$236K | – | 243 |
|
|
2024
Q3 | $236K | Buy |
5,528
+35
| +0.6% | +$1.5K | 0.01% | 212 |
|
|
2024
Q2 | $213K | Hold |
5,493
| – | – | 0.01% | 279 |
|
|
2024
Q1 | $214K | Sell |
5,493
-2
| -0% | -$78 | 0.01% | 288 |
|
|
2023
Q4 | $203K | Buy |
+5,495
| New | +$203K | 0.01% | 296 |
|
|
2023
Q1 | – | Sell |
-7,014
| Closed | -$302K | – | 307 |
|
|
2022
Q4 | $302K | Buy |
7,014
+12
| +0.2% | +$516 | 0.02% | 284 |
|
|
2022
Q3 | $305K | Buy |
7,002
+159
| +2% | +$6.93K | 0.02% | 295 |
|
|
2022
Q2 | $325K | Sell |
6,843
-449
| -6% | -$21.3K | 0.02% | 292 |
|
|
2022
Q1 | $413K | Buy |
+7,292
| New | +$413K | 0.02% | 289 |
|