Parkside Investments’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-142,531
| Closed | -$4.86M | – | 94 |
|
|
2023
Q1 | $4.86M | Sell |
142,531
-8,848
| -6% | -$302K | 0.92% | 48 |
|
|
2022
Q4 | $6.51M | Buy |
151,379
+9,876
| +7% | +$425K | 1.3% | 36 |
|
|
2022
Q3 | $6.16M | Buy |
141,503
+4,350
| +3% | +$189K | 1.32% | 37 |
|
|
2022
Q2 | $6.51M | Buy |
137,153
+17,886
| +15% | +$848K | 1.37% | 34 |
|
|
2022
Q1 | $6.76M | Buy |
119,267
+10,952
| +10% | +$621K | 1.32% | 30 |
|
|
2021
Q4 | $6.34M | Buy |
108,315
+3,076
| +3% | +$180K | 1.22% | 30 |
|
|
2021
Q3 | $6.17M | Buy |
105,239
+953
| +0.9% | +$55.9K | 1.29% | 28 |
|
|
2021
Q2 | $5.79M | Sell |
104,286
-2,265
| -2% | -$126K | 1.11% | 35 |
|
|
2021
Q1 | $6.21M | Sell |
106,551
-15,870
| -13% | -$926K | 1.29% | 31 |
|
|
2020
Q4 | $5.87M | Buy |
122,421
+58,211
| +91% | +$2.79M | 1.3% | 25 |
|
|
2020
Q3 | $2.44M | Sell |
64,210
-6,555
| -9% | -$249K | 0.64% | 57 |
|
|
2020
Q2 | $2.66M | Buy |
70,765
+1,882
| +3% | +$70.7K | 0.7% | 59 |
|
|
2020
Q1 | $2.12M | Sell |
68,883
-2,523
| -4% | -$77.8K | 0.7% | 56 |
|
|
2019
Q4 | $4.02M | Buy |
+71,406
| New | +$4.02M | 0.98% | 41 |
|