Meristem Family Wealth’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 | $368K | Sell |
6,486
-2,110
| -25% | -$120K | 0.04% | 236 |
|
|
2021
Q4 | $503K | Sell |
8,596
-2,300
| -21% | -$135K | 0.04% | 225 |
|
|
2021
Q3 | $565K | Buy |
10,896
+2,269
| +26% | +$118K | 0.05% | 204 |
|
|
2021
Q2 | $359K | Buy |
8,627
+2,536
| +42% | +$106K | 0.06% | 220 |
|
|
2021
Q1 | $221K | Buy |
6,091
+20
| +0.3% | +$726 | 0.04% | 216 |
|
|
2020
Q4 | $207K | Sell |
6,071
-982
| -14% | -$33.5K | 0.04% | 215 |
|
|
2020
Q3 | $218K | Buy |
+7,053
| New | +$218K | 0.06% | 175 |
|
|
2020
Q1 | – | Sell |
-4,310
| Closed | -$243K | – | 209 |
|
|
2019
Q4 | $243K | Buy |
+4,310
| New | +$243K | 0.06% | 166 |
|