Platte River Capital’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-12,360
| Closed | -$498K | – | 145 |
|
|
2015
Q2 | $498K | Buy |
12,360
+2,000
| +19% | +$80.6K | 0.25% | 98 |
|
|
2015
Q1 | $404K | Sell |
10,360
-6,100
| -37% | -$238K | 0.18% | 116 |
|
|
2014
Q4 | $640K | Sell |
16,460
-22,000
| -57% | -$855K | 0.24% | 105 |
|
|
2014
Q3 | $1.43M | Sell |
38,460
-23,950
| -38% | -$891K | 0.37% | 85 |
|
|
2014
Q2 | $2.46M | Sell |
62,410
-2,600
| -4% | -$103K | 0.37% | 84 |
|
|
2014
Q1 | $2.61M | Hold |
65,010
| – | – | 0.35% | 98 |
|
|
2013
Q4 | $2.43M | Sell |
65,010
-32,890
| -34% | -$1.23M | 0.31% | 112 |
|
|
2013
Q3 | $3.3M | Sell |
97,900
-14,510
| -13% | -$490K | 0.41% | 94 |
|
|
2013
Q2 | $3.81M | Buy |
+112,410
| New | +$3.81M | 0.44% | 88 |
|