Meristem Family Wealth’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$368K Sell
2021
Q4
$503K Sell
2021
Q3
$565K Buy
2021
Q2
$359K Buy
2021
Q1
$221K Buy
2020
Q4
$207K Sell
2020
Q3
$218K Buy
2020
Q1
Sell
2019
Q4
$243K Buy