Next Financial Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $585K | Buy |
9,992
+508
| +5% | +$29.7K | 0.04% | 479 |
|
|
2021
Q3 | $557K | Buy |
9,484
+6,132
| +183% | +$360K | 0.04% | 423 |
|
|
2021
Q2 | $186K | Sell |
3,352
-336
| -9% | -$18.6K | 0.01% | 853 |
|
|
2021
Q1 | $216K | Buy |
3,688
+84
| +2% | +$4.92K | 0.02% | 744 |
|
|
2020
Q4 | $173K | Buy |
3,604
+1,438
| +66% | +$69K | 0.02% | 765 |
|
|
2020
Q3 | $82K | Buy |
+2,166
| New | +$82K | 0.01% | 933 |
|
|
2020
Q2 | – | Sell |
-1,843
| Closed | -$57K | – | 1779 |
|
|
2020
Q1 | $57K | Buy |
1,843
+148
| +9% | +$4.58K | 0.01% | 950 |
|
|
2019
Q4 | $95K | Buy |
1,695
+522
| +45% | +$29.3K | 0.01% | 958 |
|
|
2019
Q3 | $63K | Sell |
1,173
-175
| -13% | -$9.4K | 0.01% | 1074 |
|
|
2019
Q2 | $66K | Buy |
1,348
+1,166
| +641% | +$57.1K | 0.01% | 1072 |
|
|
2019
Q1 | $9K | Sell |
182
-1,140
| -86% | -$56.4K | ﹤0.01% | 1142 |
|
|
2018
Q4 | $57K | Buy |
1,322
+1,211
| +1,091% | +$52.2K | 0.01% | 765 |
|
|
2018
Q3 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 1173 |
|
|
2017
Q4 | – | Sell |
-889
| Closed | -$42K | – | 1297 |
|
|
2017
Q3 | $42K | Sell |
889
-591
| -40% | -$27.9K | 0.01% | 750 |
|
|
2017
Q2 | $67K | Buy |
1,480
+269
| +22% | +$12.2K | 0.02% | 685 |
|
|
2017
Q1 | $52K | Buy |
1,211
+167
| +16% | +$7.17K | 0.01% | 713 |
|
|
2016
Q4 | $49K | Sell |
1,044
-1,375
| -57% | -$64.5K | 0.01% | 977 |
|
|
2016
Q3 | $91K | Buy |
2,419
+308
| +15% | +$11.6K | 0.02% | 705 |
|
|
2016
Q2 | $75K | Sell |
2,111
-161
| -7% | -$5.72K | 0.02% | 549 |
|
|
2016
Q1 | $75K | Buy |
2,272
+70
| +3% | +$2.31K | 0.03% | 507 |
|
|
2015
Q4 | $83K | Buy |
2,202
+717
| +48% | +$27K | 0.03% | 478 |
|
|
2015
Q3 | $52K | Hold |
1,485
| – | – | 0.02% | 619 |
|
|
2015
Q2 | $59K | Sell |
1,485
-100
| -6% | -$3.97K | 0.02% | 619 |
|
|
2015
Q1 | $61K | Buy |
1,585
+200
| +14% | +$7.7K | 0.02% | 611 |
|
|
2014
Q4 | $54K | Sell |
1,385
-4,255
| -75% | -$166K | 0.02% | 625 |
|
|
2014
Q3 | $210K | Buy |
5,640
+599
| +12% | +$22.3K | 0.04% | 440 |
|
|
2014
Q2 | $182K | Buy |
+5,041
| New | +$182K | 0.09% | 165 |
|