Morgan Dempsey Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-250
| Closed | -$7.59K | – | 98 |
|
|
2023
Q2 | $7.59K | Sell |
250
-213,447
| -100% | -$6.48M | ﹤0.01% | 85 |
|
|
2023
Q1 | $7.29M | Buy |
213,697
+3,783
| +2% | +$129K | 1.97% | 34 |
|
|
2022
Q4 | $9.03M | Buy |
209,914
+102,552
| +96% | +$4.41M | 2.5% | 27 |
|
|
2022
Q3 | $4.68M | Buy |
+107,362
| New | +$4.68M | 1.54% | 35 |
|
|
2020
Q1 | – | Sell |
-227
| Closed | -$13K | – | 158 |
|
|
2019
Q4 | $13K | Hold |
227
| – | – | 0.01% | 148 |
|
|
2019
Q3 | $12K | Buy |
+227
| New | +$12K | ﹤0.01% | 147 |
|
|
2016
Q3 | – | Sell |
-35
| Closed | -$1K | – | 196 |
|
|
2016
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 208 |
|