Private Ocean’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-131
| Closed | -$5.11K | – | 678 |
|
2024
Q1 | $5.11K | Buy |
+131
| New | +$5.11K | ﹤0.01% | 416 |
|
2023
Q2 | – | Sell |
-248
| Closed | -$8.44K | – | 645 |
|
2023
Q1 | $8.44K | Hold |
248
| – | – | ﹤0.01% | 411 |
|
2022
Q4 | $10.7K | Buy |
248
+1
| +0.4% | +$43 | ﹤0.01% | 367 |
|
2022
Q3 | $10K | Sell |
247
-1
| -0.4% | -$40 | ﹤0.01% | 370 |
|
2022
Q2 | $11K | Hold |
248
| – | – | ﹤0.01% | 348 |
|
2022
Q1 | $14K | Buy |
248
+1
| +0.4% | +$56 | ﹤0.01% | 375 |
|
2021
Q4 | $14K | Buy |
+247
| New | +$14K | ﹤0.01% | 394 |
|
2020
Q4 | – | Sell |
-222
| Closed | -$8K | – | 534 |
|
2020
Q3 | $8K | Buy |
+222
| New | +$8K | ﹤0.01% | 402 |
|
2020
Q1 | – | Sell |
-189
| Closed | -$11K | – | 591 |
|
2019
Q4 | $11K | Buy |
+189
| New | +$11K | ﹤0.01% | 385 |
|