Mid Atlantic Financial Management’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 | $401K | Buy |
6,845
+531
| +8% | +$31.1K | 0.03% | 546 |
|
|
2021
Q2 | $350K | Sell |
6,314
-362
| -5% | -$20.1K | 0.02% | 602 |
|
|
2021
Q1 | $389K | Sell |
6,676
-171
| -2% | -$9.96K | 0.03% | 520 |
|
|
2020
Q4 | $328K | Buy |
6,847
+136
| +2% | +$6.52K | 0.03% | 544 |
|
|
2020
Q3 | $326K | Sell |
6,711
-2,723
| -29% | -$132K | 0.03% | 487 |
|
|
2020
Q2 | $354K | Buy |
9,434
+245
| +3% | +$9.19K | 0.03% | 434 |
|
|
2020
Q1 | $283K | Sell |
9,189
-1,033
| -10% | -$31.8K | 0.03% | 456 |
|
|
2019
Q4 | $576K | Buy |
10,222
+526
| +5% | +$29.6K | 0.05% | 352 |
|
|
2019
Q3 | $517K | Buy |
9,696
+609
| +7% | +$32.5K | 0.06% | 346 |
|
|
2019
Q2 | $446K | Buy |
9,087
+1,211
| +15% | +$59.4K | 0.05% | 400 |
|
|
2019
Q1 | $366K | Buy |
7,876
+119
| +2% | +$5.53K | 0.04% | 453 |
|
|
2018
Q4 | $336K | Buy |
+7,757
| New | +$336K | 0.04% | 443 |
|