Lumature Wealth Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $682K | Hold |
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|
2021
Q4 | $704K | Hold |
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|
2021
Q3 | $705K | Hold |
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|
2021
Q2 | $667K | Hold |
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|
2021
Q1 | $701K | Hold |
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|
2020
Q4 | $576K | Buy |
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