Patron Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,612
| Closed | -$211K | – | 199 |
|
2021
Q4 | $211K | Sell |
3,612
-2
| -0.1% | -$117 | 0.14% | 160 |
|
2021
Q3 | $211K | Sell |
3,614
-21
| -0.6% | -$1.23K | 0.16% | 155 |
|
2021
Q2 | $201K | Sell |
3,635
-822
| -18% | -$45.5K | 0.15% | 158 |
|
2021
Q1 | $259K | Sell |
4,457
-231
| -5% | -$13.4K | 0.22% | 123 |
|
2020
Q4 | $225K | Buy |
+4,688
| New | +$225K | 0.22% | 115 |
|