Proficio Capital Partners’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 |
-6,841
| Closed | -$324K | – | 285 |
|
|
2022
Q2 | $324K | Sell |
6,841
-2,853
| -29% | -$135K | 0.06% | 176 |
|
|
2022
Q1 | $550K | Buy |
9,694
+4,248
| +78% | +$241K | 0.08% | 127 |
|
|
2021
Q4 | $319K | Buy |
5,446
+18
| +0.3% | +$1.05K | 0.04% | 199 |
|
|
2021
Q3 | $318K | Sell |
5,428
-1,096
| -17% | -$64.2K | 0.04% | 202 |
|
|
2021
Q2 | $362K | Sell |
6,524
-1,735
| -21% | -$96.3K | 0.04% | 184 |
|
|
2021
Q1 | $482K | Buy |
+8,259
| New | +$482K | 0.06% | 134 |
|
|
2019
Q3 | – | Sell |
-1,413
| Closed | -$69K | – | 1379 |
|
|
2019
Q2 | $69K | Buy |
1,413
+717
| +103% | +$35K | 0.02% | 286 |
|
|
2019
Q1 | $32K | Buy |
696
+52
| +8% | +$2.39K | 0.01% | 487 |
|
|
2018
Q4 | $28K | Sell |
644
-416
| -39% | -$18.1K | 0.01% | 455 |
|
|
2018
Q3 | $51K | Buy |
1,060
+14
| +1% | +$674 | 0.02% | 346 |
|
|
2018
Q2 | $53K | Buy |
1,046
+17
| +2% | +$861 | 0.02% | 340 |
|
|
2018
Q1 | $54K | Buy |
1,029
+16
| +2% | +$840 | 0.02% | 323 |
|
|
2017
Q4 | $50K | Buy |
1,013
+54
| +6% | +$2.67K | 0.02% | 351 |
|
|
2017
Q3 | $45K | Buy |
959
+816
| +571% | +$38.3K | 0.02% | 407 |
|
|
2017
Q2 | $7K | Buy |
143
+8
| +6% | +$392 | ﹤0.01% | 895 |
|
|
2017
Q1 | $6K | Buy |
135
+103
| +322% | +$4.58K | ﹤0.01% | 955 |
|
|
2016
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 943 |
|
|
2016
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1024 |
|
|
2016
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 952 |
|
|
2016
Q1 | – | Sell |
-56
| Closed | -$2K | – | 1167 |
|
|
2015
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 689 |
|