Moneywise Inc’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 |
-3,887
| Closed | -$220K | – | 57 |
|
|
2022
Q1 | $220K | Buy |
+3,887
| New | +$220K | 0.14% | 49 |
|
|
2021
Q3 | – | Sell |
-3,831
| Closed | -$213K | – | 52 |
|
|
2021
Q2 | $213K | Hold |
3,831
| – | – | 0.15% | 49 |
|
|
2021
Q1 | $223K | Buy |
+3,831
| New | +$223K | 0.15% | 49 |
|
|
2019
Q4 | – | Sell |
-3,994
| Closed | -$213K | – | 42 |
|
|
2019
Q3 | $213K | Sell |
3,994
-135
| -3% | -$7.2K | 0.17% | 38 |
|
|
2019
Q2 | $203K | Hold |
4,129
| – | – | 0.16% | 41 |
|
|
2019
Q1 | $215K | Buy |
+4,129
| New | +$215K | 0.18% | 36 |
|
|
2018
Q4 | – | Sell |
-4,129
| Closed | -$200K | – | 39 |
|
|
2018
Q3 | $200K | Hold |
4,129
| – | – | 0.17% | 39 |
|
|
2018
Q2 | $208K | Hold |
4,129
| – | – | 0.18% | 39 |
|
|
2018
Q1 | $215K | Sell |
4,129
-590
| -13% | -$30.7K | 0.18% | 37 |
|
|
2017
Q4 | $235K | Buy |
+4,719
| New | +$235K | 0.18% | 31 |
|