Mark Sheptoff Financial Planning’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-67
| Closed | -$4K | – | 430 |
|
|
2022
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 357 |
|
|
2021
Q4 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 382 |
|
|
2019
Q3 | – | Sell |
-93
| Closed | -$5K | – | 388 |
|
|
2019
Q2 | $5K | Hold |
93
| – | – | ﹤0.01% | 295 |
|
|
2019
Q1 | $4K | Hold |
93
| – | – | ﹤0.01% | 306 |
|
|
2018
Q4 | $4K | Hold |
93
| – | – | ﹤0.01% | 289 |
|
|
2018
Q3 | $5K | Hold |
93
| – | – | ﹤0.01% | 324 |
|
|
2018
Q2 | $5K | Hold |
93
| – | – | ﹤0.01% | 321 |
|
|
2018
Q1 | $5K | Hold |
93
| – | – | ﹤0.01% | 331 |
|
|
2017
Q4 | $5K | Hold |
93
| – | – | ﹤0.01% | 324 |
|
|
2017
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 329 |
|
|
2017
Q2 | $4K | Sell |
93
-1
| -1% | -$43 | ﹤0.01% | 318 |
|
|
2017
Q1 | $4K | Buy |
94
+1
| +1% | +$43 | ﹤0.01% | 319 |
|
|
2016
Q4 | $4K | Hold |
93
| – | – | ﹤0.01% | 307 |
|
|
2016
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 309 |
|
|
2016
Q2 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 311 |
|
|
2015
Q4 | – | Sell |
-80
| Closed | -$3K | – | 426 |
|
|
2015
Q3 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 323 |
|
|
2014
Q4 | – | Sell |
-6,275
| Closed | -$233K | – | 339 |
|
|
2014
Q3 | $233K | Buy |
6,275
+2,775
| +79% | +$103K | 0.21% | 97 |
|
|
2014
Q2 | $138K | Hold |
3,500
| – | – | 0.12% | 123 |
|
|
2014
Q1 | $141K | Buy |
+3,500
| New | +$141K | 0.12% | 117 |
|