Ranch Capital Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,944
| Closed | -$114K | – | 536 |
|
|
2021
Q3 | $114K | Buy |
1,944
+362
| +23% | +$21.2K | 0.07% | 194 |
|
|
2021
Q2 | $87K | Sell |
1,582
-57
| -3% | -$3.14K | 0.05% | 235 |
|
|
2021
Q1 | $95K | Buy |
1,639
+1,441
| +728% | +$83.5K | 0.06% | 223 |
|
|
2020
Q4 | $9K | Hold |
198
| – | – | 0.01% | 650 |
|
|
2020
Q3 | $7K | Sell |
198
-425
| -68% | -$15K | 0.01% | 677 |
|
|
2020
Q2 | $24K | Sell |
623
-12,249
| -95% | -$472K | 0.02% | 431 |
|
|
2020
Q1 | $396K | Sell |
12,872
-794
| -6% | -$24.4K | 0.39% | 73 |
|
|
2019
Q4 | $770K | Buy |
13,666
+1,793
| +15% | +$101K | 0.62% | 35 |
|
|
2019
Q3 | $634K | Buy |
+11,873
| New | +$634K | 0.68% | 40 |
|