Narwhal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,722
| Closed | -$223K | – | 128 |
|
|
2014
Q4 | $223K | Hold |
5,722
| – | – | 0.09% | 124 |
|
|
2014
Q3 | $213K | Sell |
5,722
-500
| -8% | -$18.6K | 0.09% | 131 |
|
|
2014
Q2 | $245K | Sell |
6,222
-800
| -11% | -$31.5K | 0.09% | 131 |
|
|
2014
Q1 | $282K | Sell |
7,022
-700
| -9% | -$28.1K | 0.12% | 124 |
|
|
2013
Q4 | $288K | Hold |
7,722
| – | – | 0.12% | 121 |
|
|
2013
Q3 | $261K | Hold |
7,722
| – | – | 0.12% | 121 |
|
|
2013
Q2 | $262K | Buy |
+7,722
| New | +$262K | 0.13% | 118 |
|