Marietta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,094
| Closed | -$650K | – | 114 |
|
|
2021
Q4 | $650K | Hold |
11,094
| – | – | 0.13% | 93 |
|
|
2021
Q3 | $651K | Hold |
11,094
| – | – | 0.14% | 92 |
|
|
2021
Q2 | $616K | Hold |
11,094
| – | – | 0.14% | 95 |
|
|
2021
Q1 | $647K | Hold |
11,094
| – | – | 0.16% | 93 |
|
|
2020
Q4 | $532K | Hold |
11,094
| – | – | 0.15% | 93 |
|
|
2020
Q3 | $422K | Hold |
11,094
| – | – | 0.13% | 89 |
|
|
2020
Q2 | $417K | Sell |
11,094
-74,877
| -87% | -$2.81M | 0.14% | 93 |
|
|
2020
Q1 | $2.65M | Buy |
85,971
+12,236
| +17% | +$377K | 1.03% | 43 |
|
|
2019
Q4 | $4.15M | Buy |
73,735
+2,864
| +4% | +$161K | 1.37% | 24 |
|
|
2019
Q3 | $3.78M | Buy |
70,871
+2,277
| +3% | +$122K | 1.38% | 23 |
|
|
2019
Q2 | $3.37M | Buy |
68,594
+1,932
| +3% | +$94.9K | 1.31% | 28 |
|
|
2019
Q1 | $3.1M | Buy |
66,662
+5,698
| +9% | +$265K | 1.27% | 29 |
|
|
2018
Q4 | $2.64M | Buy |
60,964
+3,038
| +5% | +$132K | 1.26% | 33 |
|
|
2018
Q3 | $2.81M | Sell |
57,926
-10,394
| -15% | -$505K | 1.24% | 28 |
|
|
2018
Q2 | $3.45M | Buy |
68,320
+2,475
| +4% | +$125K | 1.68% | 13 |
|
|
2018
Q1 | $3.43M | Buy |
65,845
+9,007
| +16% | +$469K | 1.8% | 12 |
|
|
2017
Q4 | $2.83M | Sell |
56,838
-859
| -1% | -$42.7K | 1.53% | 22 |
|
|
2017
Q3 | $2.71M | Sell |
57,697
-1,297
| -2% | -$60.9K | 1.52% | 19 |
|
|
2017
Q2 | $2.68M | Buy |
58,994
+2,299
| +4% | +$104K | 1.63% | 15 |
|
|
2017
Q1 | $2.53M | Buy |
56,695
+20,028
| +55% | +$895K | 1.68% | 13 |
|
|
2016
Q4 | $1.72M | Buy |
+36,667
| New | +$1.72M | 1.38% | 20 |
|