Regent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,517
| Closed | -$242K | – | 196 |
|
|
2014
Q3 | $242K | Hold |
6,517
| – | – | 0.12% | 165 |
|
|
2014
Q2 | $257K | Hold |
6,517
| – | – | 0.13% | 160 |
|
|
2014
Q1 | $262K | Hold |
6,517
| – | – | 0.14% | 155 |
|
|
2013
Q4 | $243K | Hold |
6,517
| – | – | 0.14% | 154 |
|
|
2013
Q3 | $220K | Hold |
6,517
| – | – | 0.15% | 148 |
|
|
2013
Q2 | $221K | Buy |
+6,517
| New | +$221K | 0.17% | 140 |
|