Mason Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-19,086
| Closed | -$1.06M | – | 98 |
|
|
2021
Q2 | $1.06M | Sell |
19,086
-12,492
| -40% | -$693K | 0.11% | 45 |
|
|
2021
Q1 | $1.84M | Hold |
31,578
| – | – | 0.19% | 16 |
|
|
2020
Q4 | $1.51M | Buy |
31,578
+3,575
| +13% | +$171K | 0.18% | 21 |
|
|
2020
Q3 | $1.07M | Hold |
28,003
| – | – | 0.15% | 31 |
|
|
2020
Q2 | $1.05M | Hold |
28,003
| – | – | 0.16% | 33 |
|
|
2020
Q1 | $864K | Buy |
28,003
+5,036
| +22% | +$155K | 0.15% | 37 |
|
|
2019
Q4 | $1.29M | Sell |
22,967
-92
| -0.4% | -$5.18K | 0.19% | 37 |
|
|
2019
Q3 | $1.23M | Hold |
23,059
| – | – | 0.2% | 36 |
|
|
2019
Q2 | $1.13M | Hold |
23,059
| – | – | 0.19% | 38 |
|
|
2019
Q1 | $1.07M | Buy |
+23,059
| New | +$1.07M | 0.3% | 34 |
|