Peddock Capital Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-512
| Closed | -$25K | – | 274 |
|
|
2020
Q4 | $25K | Buy |
+512
| New | +$25K | 0.01% | 207 |
|
|
2020
Q1 | – | Sell |
-2,234
| Closed | -$126K | – | 220 |
|
|
2019
Q4 | $126K | Buy |
+2,234
| New | +$126K | 0.06% | 127 |
|
|
2019
Q2 | – | Sell |
-1,014
| Closed | -$47K | – | 217 |
|
|
2019
Q1 | $47K | Hold |
1,014
| – | – | 0.03% | 163 |
|
|
2018
Q4 | $44K | Hold |
1,014
| – | – | 0.03% | 170 |
|
|
2018
Q3 | $49K | Hold |
1,014
| – | – | 0.02% | 173 |
|
|
2018
Q2 | $51K | Hold |
1,014
| – | – | 0.03% | 171 |
|
|
2018
Q1 | $53K | Hold |
1,014
| – | – | 0.03% | 170 |
|
|
2017
Q4 | $50K | Hold |
1,014
| – | – | 0.03% | 169 |
|
|
2017
Q3 | $48K | Hold |
1,014
| – | – | 0.02% | 170 |
|
|
2017
Q2 | $46K | Hold |
1,014
| – | – | 0.02% | 173 |
|
|
2017
Q1 | $45K | Hold |
1,014
| – | – | 0.03% | 151 |
|
|
2016
Q4 | $48K | Hold |
1,014
| – | – | 0.03% | 142 |
|
|
2016
Q3 | $38K | Buy |
+1,014
| New | +$38K | 0.02% | 153 |
|