R.H. Bluestein & Co’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 | $18.1M | Buy |
416,206
+199,420
| +92% | +$8.68M | 1.13% | 27 |
|
|
2022
Q2 | $10.3M | Buy |
216,786
+13,917
| +7% | +$660K | 0.63% | 32 |
|
|
2022
Q1 | $11.5M | Buy |
+202,869
| New | +$11.5M | 0.48% | 43 |
|
|
2020
Q1 | – | Sell |
-10,035
| Closed | -$565K | – | 348 |
|
|
2019
Q4 | $565K | Buy |
+10,035
| New | +$565K | 0.03% | 143 |
|