Nelson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-500
| Closed | -$27K | – | 269 |
|
|
2019
Q3 | $27K | Buy |
+500
| New | +$27K | 0.01% | 190 |
|
|
2019
Q1 | – | Sell |
-250
| Closed | -$11K | – | 330 |
|
|
2018
Q4 | $11K | Hold |
250
| – | – | ﹤0.01% | 212 |
|
|
2018
Q3 | $12K | Hold |
250
| – | – | ﹤0.01% | 205 |
|
|
2018
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 188 |
|
|
2018
Q1 | $13K | Hold |
250
| – | – | ﹤0.01% | 196 |
|
|
2017
Q4 | $12K | Sell |
250
-150
| -38% | -$7.2K | ﹤0.01% | 222 |
|
|
2017
Q3 | $19K | Hold |
400
| – | – | 0.01% | 190 |
|
|
2017
Q2 | $18K | Hold |
400
| – | – | 0.01% | 195 |
|
|
2017
Q1 | $18K | Hold |
400
| – | – | 0.01% | 200 |
|
|
2016
Q4 | $19K | Hold |
400
| – | – | 0.01% | 186 |
|
|
2016
Q3 | $15K | Hold |
400
| – | – | 0.01% | 196 |
|
|
2016
Q2 | $14K | Hold |
400
| – | – | 0.01% | 197 |
|
|
2016
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 188 |
|
|
2015
Q4 | $15K | Buy |
+400
| New | +$15K | 0.01% | 179 |
|