Prio Wealth Limited Partnership’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,691
| Closed | -$222K | – | 255 |
|
|
2022
Q2 | $222K | Hold |
4,691
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $266K | Buy |
4,691
+67
| +1% | +$3.8K | 0.01% | 239 |
|
|
2021
Q4 | $271K | Buy |
4,624
+41
| +0.9% | +$2.4K | 0.01% | 246 |
|
|
2021
Q3 | $269K | Hold |
4,583
| – | – | 0.01% | 244 |
|
|
2021
Q2 | $254K | Sell |
4,583
-855
| -16% | -$47.4K | 0.01% | 252 |
|
|
2021
Q1 | $317K | Hold |
5,438
| – | – | 0.01% | 234 |
|
|
2020
Q4 | $261K | Hold |
5,438
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $207K | Buy |
+5,438
| New | +$207K | 0.01% | 259 |
|