Rampart Investment Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,295
| Closed | -$387K | – | 506 |
|
|
2020
Q2 | $387K | Sell |
10,295
-436
| -4% | -$16.4K | 0.07% | 293 |
|
|
2020
Q1 | $331K | Sell |
10,731
-5,421
| -34% | -$167K | 0.16% | 133 |
|
|
2019
Q4 | $910K | Buy |
16,152
+7,343
| +83% | +$414K | 0.11% | 234 |
|
|
2019
Q3 | $470K | Sell |
8,809
-1,025
| -10% | -$54.7K | 0.06% | 317 |
|
|
2019
Q2 | $483K | Sell |
9,834
-13,894
| -59% | -$682K | 0.06% | 322 |
|
|
2019
Q1 | $1.1M | Buy |
23,728
+16,348
| +222% | +$761K | 0.13% | 220 |
|
|
2018
Q4 | $320K | Sell |
7,380
-19,776
| -73% | -$857K | 0.09% | 197 |
|
|
2018
Q3 | $1.32K | Sell |
27,156
-458
| -2% | -$22 | ﹤0.01% | 487 |
|
|
2018
Q2 | $1.39M | Sell |
27,614
-4,586
| -14% | -$231K | 0.14% | 215 |
|
|
2018
Q1 | $1.68M | Buy |
+32,200
| New | +$1.68M | 0.16% | 184 |
|
|
2017
Q4 | – | Sell |
-9,995
| Closed | -$469K | – | 511 |
|
|
2017
Q3 | $469K | Buy |
9,995
+833
| +9% | +$39.1K | 0.16% | 150 |
|
|
2017
Q2 | $416K | Buy |
9,162
+6,901
| +305% | +$313K | 0.15% | 158 |
|
|
2017
Q1 | $101K | Buy |
+2,261
| New | +$101K | 0.04% | 141 |
|