NSI Retail Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,691
| Closed | -$210K | – | 48 |
|
|
2023
Q4 | $210K | Sell |
5,691
-1,300
| -19% | -$48K | 0.03% | 44 |
|
|
2023
Q3 | $200K | Sell |
6,991
-1,100
| -14% | -$31.5K | 0.04% | 39 |
|
|
2023
Q2 | $246K | Sell |
8,091
-2,700
| -25% | -$82.1K | 0.04% | 47 |
|
|
2023
Q1 | $368K | Hold |
10,791
| – | – | 0.08% | 37 |
|
|
2022
Q4 | $464K | Hold |
10,791
| – | – | 0.11% | 31 |
|
|
2022
Q3 | $470K | Hold |
10,791
| – | – | 0.14% | 24 |
|
|
2022
Q2 | $512K | Hold |
10,791
| – | – | 0.11% | 26 |
|
|
2022
Q1 | $612K | Hold |
10,791
| – | – | 0.09% | 31 |
|
|
2021
Q4 | $632K | Hold |
10,791
| – | – | 0.1% | 32 |
|
|
2021
Q3 | $633K | Hold |
10,791
| – | – | 0.11% | 30 |
|
|
2021
Q2 | $599K | Buy |
+10,791
| New | +$599K | 0.08% | 36 |
|