PSI
Pinnacle Summer Investments’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $68K | Sell |
1,790
-20,884
| -92% | -$793K | 0.01% | 308 |
|
|
2015
Q3 | $4.37M | Buy |
22,674
+21,674
| +2,167% | +$4.18M | 0.75% | 24 |
|
|
2015
Q2 | $40K | Sell |
1,000
-121,674
| -99% | -$4.87M | 0.01% | 341 |
|
|
2015
Q1 | $4.78M | Hold |
122,674
| – | – | 0.66% | 27 |
|
|
2014
Q4 | $4.77M | Sell |
122,674
-76
| -0.1% | -$2.95K | 0.59% | 30 |
|
|
2014
Q3 | $4.57M | Sell |
122,750
-3,307
| -3% | -$123K | 0.51% | 21 |
|
|
2014
Q2 | $4.97M | Hold |
126,057
| – | – | 0.58% | 17 |
|
|
2014
Q1 | $4.71M | Sell |
126,057
-6,469
| -5% | -$242K | 0.6% | 22 |
|
|
2013
Q4 | $4.95M | Hold |
132,526
| – | – | 0.68% | 23 |
|
|
2013
Q3 | $4.47M | Hold |
132,526
| – | – | 0.79% | 17 |
|
|
2013
Q2 | $4.49M | Buy |
+132,526
| New | +$4.49M | 1.11% | 9 |
|