Pittenger & Anderson Inc’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,804
| Closed | -$164K | – | 455 |
|
|
2022
Q4 | $164K | Sell |
3,804
-166
| -4% | -$7.14K | 0.01% | 212 |
|
|
2022
Q3 | $173K | Hold |
3,970
| – | – | 0.01% | 200 |
|
|
2022
Q2 | $188K | Hold |
3,970
| – | – | 0.01% | 203 |
|
|
2022
Q1 | $225K | Buy |
3,970
+464
| +13% | +$26.3K | 0.01% | 204 |
|
|
2021
Q4 | $205K | Buy |
3,506
+2,446
| +231% | +$143K | 0.01% | 212 |
|
|
2021
Q3 | $62K | Buy |
+1,060
| New | +$62K | ﹤0.01% | 261 |
|
|
2020
Q1 | – | Sell |
-647
| Closed | -$36K | – | 380 |
|
|
2019
Q4 | $36K | Buy |
+647
| New | +$36K | ﹤0.01% | 281 |
|
|
2014
Q4 | – | Sell |
-15,000
| Closed | -$558K | – | 426 |
|
|
2014
Q3 | $558K | Hold |
15,000
| – | – | 0.08% | 178 |
|
|
2014
Q2 | $591K | Hold |
15,000
| – | – | 0.09% | 177 |
|
|
2014
Q1 | $603K | Hold |
15,000
| – | – | 0.08% | 205 |
|
|
2013
Q4 | $560K | Hold |
15,000
| – | – | 0.08% | 211 |
|
|
2013
Q3 | $506K | Buy |
15,000
+5,000
| +50% | +$169K | 0.08% | 203 |
|
|
2013
Q2 | $339K | Buy |
+10,000
| New | +$339K | 0.06% | 234 |
|