Pine Valley Investments’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $769K | Buy |
17,727
+1,137
| +7% | +$49.3K | 0.05% | 263 |
|
|
2024
Q3 | $710K | Hold |
16,590
| – | – | 0.04% | 265 |
|
|
2024
Q2 | $645K | Sell |
16,590
-278
| -2% | -$10.8K | 0.04% | 262 |
|
|
2024
Q1 | $658K | Hold |
16,868
| – | – | 0.04% | 254 |
|
|
2023
Q4 | $623K | Sell |
16,868
-1,697
| -9% | -$62.7K | 0.04% | 256 |
|
|
2023
Q3 | $531K | Sell |
18,565
-911
| -5% | -$26.1K | 0.05% | 265 |
|
|
2023
Q2 | $591K | Buy |
+19,476
| New | +$591K | 0.06% | 232 |
|