Pinnacle Wealth Planning Services’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 | – | Sell |
-5,928
| Closed | -$254K | – | 550 |
|
|
2024
Q3 | $254K | Sell |
5,928
-119
| -2% | -$5.09K | 0.03% | 357 |
|
|
2024
Q2 | $235K | Sell |
6,047
-51
| -0.8% | -$1.98K | 0.03% | 364 |
|
|
2024
Q1 | $238K | Buy |
6,098
+5
| +0.1% | +$195 | 0.03% | 371 |
|
|
2023
Q4 | $225K | Buy |
+6,093
| New | +$225K | 0.04% | 357 |
|
|
2023
Q2 | – | Sell |
-9,159
| Closed | -$312K | – | 507 |
|
|
2023
Q1 | $312K | Buy |
9,159
+609
| +7% | +$20.8K | 0.05% | 260 |
|
|
2022
Q4 | $368K | Buy |
8,550
+3,392
| +66% | +$146K | 0.07% | 218 |
|
|
2022
Q3 | $225K | Sell |
5,158
-2,727
| -35% | -$119K | 0.04% | 299 |
|
|
2022
Q2 | $374K | Sell |
7,885
-2,053
| -21% | -$97.4K | 0.07% | 198 |
|
|
2022
Q1 | $563K | Buy |
9,938
+1,964
| +25% | +$111K | 0.1% | 155 |
|
|
2021
Q4 | $467K | Buy |
7,974
+449
| +6% | +$26.3K | 0.09% | 159 |
|
|
2021
Q3 | $441K | Buy |
7,525
+422
| +6% | +$24.7K | 0.1% | 161 |
|
|
2021
Q2 | $394K | Sell |
7,103
-2
| -0% | -$111 | 0.09% | 178 |
|
|
2021
Q1 | $414K | Buy |
7,105
+3,648
| +106% | +$213K | 0.11% | 158 |
|
|
2020
Q4 | $166K | Buy |
+3,457
| New | +$166K | 0.04% | 318 |
|