Northwest Investment Counselors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-180
| Closed | -$7.75K | – | 581 |
|
|
2022
Q4 | $7.75K | Hold |
180
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $8K | Hold |
180
| – | – | ﹤0.01% | 399 |
|
|
2022
Q2 | $9K | Hold |
180
| – | – | ﹤0.01% | 377 |
|
|
2022
Q1 | $10K | Hold |
180
| – | – | ﹤0.01% | 394 |
|
|
2021
Q4 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 354 |
|
|
2021
Q2 | – | Sell |
-180
| Closed | -$10K | – | 409 |
|
|
2021
Q1 | $10K | Buy |
+180
| New | +$10K | ﹤0.01% | 368 |
|
|
2020
Q4 | – | Sell |
-180
| Closed | -$7K | – | 403 |
|
|
2020
Q3 | $7K | Buy |
+180
| New | +$7K | ﹤0.01% | 361 |
|
|
2019
Q4 | – | Sell |
-756
| Closed | -$40K | – | 455 |
|
|
2019
Q3 | $40K | Buy |
+756
| New | +$40K | 0.01% | 236 |
|
|
2017
Q4 | – | Sell |
-756
| Closed | -$35K | – | 291 |
|
|
2017
Q3 | $35K | Hold |
756
| – | – | 0.02% | 202 |
|
|
2017
Q2 | $34K | Buy |
+756
| New | +$34K | 0.02% | 187 |
|