Rational Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-310
| Closed | -$12K | – | 560 |
|
|
2020
Q3 | $12K | Sell |
310
-368
| -54% | -$14.2K | 0.01% | 270 |
|
|
2020
Q2 | $25K | Buy |
+678
| New | +$25K | 0.01% | 253 |
|
|
2020
Q1 | – | Sell |
-418
| Closed | -$24K | – | 479 |
|
|
2019
Q4 | $24K | Sell |
418
-1,736
| -81% | -$99.7K | 0.01% | 404 |
|
|
2019
Q3 | $115K | Sell |
2,154
-442
| -17% | -$23.6K | 0.04% | 284 |
|
|
2019
Q2 | $127K | Buy |
+2,596
| New | +$127K | 0.05% | 265 |
|
|
2019
Q1 | – | Sell |
-296
| Closed | -$13K | – | 566 |
|
|
2018
Q4 | $13K | Sell |
296
-1,636
| -85% | -$71.9K | ﹤0.01% | 377 |
|
|
2018
Q3 | $94K | Buy |
1,932
+1,355
| +235% | +$65.9K | 0.02% | 242 |
|
|
2018
Q2 | $29K | Buy |
577
+382
| +196% | +$19.2K | 0.01% | 302 |
|
|
2018
Q1 | $10K | Buy |
+195
| New | +$10K | ﹤0.01% | 377 |
|
|
2017
Q2 | – | Sell |
-6,500
| Closed | -$291K | – | 351 |
|
|
2017
Q1 | $291K | Buy |
+6,500
| New | +$291K | 0.19% | 138 |
|
|
2015
Q3 | $6K | Hold |
174
| – | – | ﹤0.01% | 387 |
|
|
2015
Q2 | $7K | Hold |
174
| – | – | ﹤0.01% | 391 |
|
|
2015
Q1 | $7K | Sell |
174
-20,166
| -99% | -$811K | ﹤0.01% | 388 |
|
|
2014
Q4 | $791K | Buy |
+20,340
| New | +$791K | 0.16% | 150 |
|
|
2013
Q4 | $345K | Buy |
9,235
+8,771
| +1,890% | +$328K | 0.03% | 398 |
|
|
2013
Q3 | $16K | Hold |
464
| – | – | ﹤0.01% | 779 |
|
|
2013
Q2 | $16K | Buy |
+464
| New | +$16K | ﹤0.01% | 777 |
|