Peachtree Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-107,738
| Closed | -$4.34M | – | 238 |
|
|
2015
Q2 | $4.34M | Sell |
107,738
-12,526
| -10% | -$505K | 3.24% | 4 |
|
|
2015
Q1 | $4.69M | Hold |
120,264
| – | – | 3.36% | 5 |
|
|
2014
Q4 | $4.68M | Sell |
120,264
-50
| -0% | -$1.94K | 3.14% | 5 |
|
|
2014
Q3 | $4.48M | Hold |
120,314
| – | – | 2.99% | 4 |
|
|
2014
Q2 | $4.74M | Buy |
120,314
+1,500
| +1% | +$59.1K | 3.17% | 5 |
|
|
2014
Q1 | $4.77M | Hold |
118,814
| – | – | 3.25% | 3 |
|
|
2013
Q4 | $4.43M | Buy |
+118,814
| New | +$4.43M | 3.02% | 3 |
|