Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $313K | Buy |
7,285
+64
| +0.9% | +$2.75K | ﹤0.01% | 374 |
|
|
2022
Q3 | $314K | Buy |
7,221
+10
| +0.1% | +$435 | ﹤0.01% | 352 |
|
|
2022
Q2 | $342K | Sell |
7,211
-1,173
| -14% | -$55.6K | ﹤0.01% | 322 |
|
|
2022
Q1 | $475K | Sell |
8,384
-1,799
| -18% | -$102K | ﹤0.01% | 315 |
|
|
2021
Q4 | $573K | Buy |
10,183
+810
| +9% | +$45.6K | ﹤0.01% | 314 |
|
|
2021
Q3 | $550K | Buy |
9,373
+31
| +0.3% | +$1.82K | ﹤0.01% | 300 |
|
|
2021
Q2 | $518K | Sell |
9,342
-26
| -0.3% | -$1.44K | ﹤0.01% | 302 |
|
|
2021
Q1 | $546K | Sell |
9,368
-683
| -7% | -$39.8K | ﹤0.01% | 295 |
|
|
2020
Q4 | $482K | Buy |
10,051
+342
| +4% | +$16.4K | ﹤0.01% | 306 |
|
|
2020
Q3 | $369K | Buy |
9,709
+1,224
| +14% | +$46.5K | ﹤0.01% | 308 |
|
|
2020
Q2 | $319K | Sell |
8,485
-1,777
| -17% | -$66.8K | ﹤0.01% | 281 |
|
|
2020
Q1 | $314K | Buy |
10,262
+523
| +5% | +$16K | ﹤0.01% | 280 |
|
|
2019
Q4 | $549K | Buy |
+9,739
| New | +$549K | ﹤0.01% | 255 |
|