Norris Perne & French’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,767
| Closed | -$208K | – | 142 |
|
|
2022
Q3 | $208K | Hold |
4,767
| – | – | 0.02% | 124 |
|
|
2022
Q2 | $226K | Buy |
4,767
+199
| +4% | +$9.43K | 0.02% | 126 |
|
|
2022
Q1 | $259K | Sell |
4,568
-100
| -2% | -$5.67K | 0.02% | 134 |
|
|
2021
Q4 | $273K | Buy |
4,668
+368
| +9% | +$21.5K | 0.02% | 123 |
|
|
2021
Q3 | $252K | Hold |
4,300
| – | – | 0.02% | 123 |
|
|
2021
Q2 | $239K | Sell |
4,300
-357
| -8% | -$19.8K | 0.02% | 127 |
|
|
2021
Q1 | $272K | Buy |
4,657
+357
| +8% | +$20.9K | 0.03% | 112 |
|
|
2020
Q4 | $206K | Buy |
+4,300
| New | +$206K | 0.02% | 155 |
|
|
2020
Q1 | – | Sell |
-4,358
| Closed | -$245K | – | 142 |
|
|
2019
Q4 | $245K | Buy |
4,358
+58
| +1% | +$3.26K | 0.03% | 126 |
|
|
2019
Q3 | $229K | Hold |
4,300
| – | – | 0.03% | 127 |
|
|
2019
Q2 | $211K | Hold |
4,300
| – | – | 0.03% | 132 |
|
|
2019
Q1 | $200K | Buy |
+4,300
| New | +$200K | 0.03% | 127 |
|
|
2018
Q4 | – | Sell |
-4,787
| Closed | -$232K | – | 133 |
|
|
2018
Q3 | $232K | Buy |
4,787
+122
| +3% | +$5.91K | 0.03% | 130 |
|
|
2018
Q2 | $235K | Buy |
4,665
+365
| +8% | +$18.4K | 0.03% | 127 |
|
|
2018
Q1 | $224K | Sell |
4,300
-83
| -2% | -$4.32K | 0.03% | 136 |
|
|
2017
Q4 | $218K | Buy |
4,383
+13
| +0.3% | +$647 | 0.03% | 141 |
|
|
2017
Q3 | $205K | Buy |
+4,370
| New | +$205K | 0.03% | 148 |
|