PI
PFS Investments’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-142,045
| Closed | -$4.65M | – | 536 |
|
|
2023
Q1 | $4.65M | Buy |
142,045
+3,012
| +2% | +$98.6K | 0.08% | 209 |
|
|
2022
Q4 | $5.98M | Sell |
139,033
-416,659
| -75% | -$17.9M | 0.11% | 174 |
|
|
2022
Q3 | $24.2K | Buy |
555,692
+52,630
| +10% | +$2.29K | 0.44% | 56 |
|
|
2022
Q2 | $23.9M | Buy |
503,062
+74,531
| +17% | +$3.53M | 0.48% | 61 |
|
|
2022
Q1 | $24.3M | Buy |
428,531
+64,341
| +18% | +$3.65M | 0.46% | 63 |
|
|
2021
Q4 | $21.3M | Buy |
364,190
+37,774
| +12% | +$2.21M | 0.41% | 68 |
|
|
2021
Q3 | $21.1M | Buy |
326,416
+27,220
| +9% | +$1.76M | 0.44% | 60 |
|
|
2021
Q2 | $16.5M | Buy |
299,196
+38,713
| +15% | +$2.14M | 0.38% | 74 |
|
|
2021
Q1 | $15.2M | Buy |
260,483
+32,165
| +14% | +$1.88M | 0.39% | 71 |
|
|
2020
Q4 | $11.6M | Buy |
228,318
+61,896
| +37% | +$3.15M | 0.33% | 81 |
|
|
2020
Q3 | $6.33M | Buy |
166,422
+24,296
| +17% | +$924K | 0.21% | 108 |
|
|
2020
Q2 | $5.34M | Buy |
142,126
+37,180
| +35% | +$1.4M | 0.2% | 105 |
|
|
2020
Q1 | $3.24M | Buy |
104,946
+28,624
| +38% | +$883K | 0.14% | 113 |
|
|
2019
Q4 | $4.3M | Buy |
76,322
+23,239
| +44% | +$1.31M | 0.17% | 104 |
|
|
2019
Q3 | $2.83M | Buy |
53,083
+17,032
| +47% | +$909K | 0.12% | 103 |
|
|
2019
Q2 | $1.8M | Buy |
+36,051
| New | +$1.8M | 0.08% | 107 |
|