RegentAtlantic Capital’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 | $1.29M | Sell |
29,551
-9,677
| -25% | -$421K | 0.04% | 266 |
|
2022
Q2 | $1.86M | Buy |
39,228
+549
| +1% | +$26K | 0.06% | 219 |
|
2022
Q1 | $2.19M | Buy |
38,679
+4,867
| +14% | +$276K | 0.06% | 206 |
|
2021
Q4 | $1.98M | Buy |
33,812
+2,166
| +7% | +$127K | 0.06% | 220 |
|
2021
Q3 | $1.86M | Buy |
31,646
+959
| +3% | +$56.2K | 0.06% | 216 |
|
2021
Q2 | $1.7M | Buy |
30,687
+7,913
| +35% | +$439K | 0.05% | 224 |
|
2021
Q1 | $1.33M | Buy |
22,774
+7,770
| +52% | +$453K | 0.04% | 241 |
|
2020
Q4 | $719K | Sell |
15,004
-1,401
| -9% | -$67.1K | 0.03% | 284 |
|
2020
Q3 | $624K | Sell |
16,405
-4,819
| -23% | -$183K | 0.03% | 293 |
|
2020
Q2 | $797K | Sell |
21,224
-1,302
| -6% | -$48.9K | 0.04% | 253 |
|
2020
Q1 | $695K | Sell |
22,526
-223
| -1% | -$6.88K | 0.05% | 238 |
|
2019
Q4 | $1.28M | Buy |
22,749
+17,505
| +334% | +$986K | 0.08% | 210 |
|
2019
Q3 | $280K | Buy |
5,244
+43
| +0.8% | +$2.3K | 0.02% | 375 |
|
2019
Q2 | $256K | Sell |
5,201
-103
| -2% | -$5.07K | 0.02% | 381 |
|
2019
Q1 | $247K | Sell |
5,304
-22
| -0.4% | -$1.03K | 0.02% | 388 |
|
2018
Q4 | $231K | Sell |
5,326
-565
| -10% | -$24.5K | 0.02% | 373 |
|
2018
Q3 | $286K | Buy |
5,891
+550
| +10% | +$26.7K | 0.02% | 367 |
|
2018
Q2 | $269K | Buy |
5,341
+151
| +3% | +$7.61K | 0.02% | 358 |
|
2018
Q1 | $270K | Buy |
5,190
+300
| +6% | +$15.6K | 0.02% | 355 |
|
2017
Q4 | $243K | Sell |
4,890
-250
| -5% | -$12.4K | 0.02% | 386 |
|
2017
Q3 | $241K | Sell |
5,140
-300
| -6% | -$14.1K | 0.02% | 375 |
|
2017
Q2 | $247K | Hold |
5,440
| – | – | 0.02% | 366 |
|
2017
Q1 | $243K | Buy |
5,440
+257
| +5% | +$11.5K | 0.02% | 362 |
|
2016
Q4 | $244K | Sell |
5,183
-383
| -7% | -$18K | 0.02% | 343 |
|
2016
Q3 | $210K | Buy |
+5,566
| New | +$210K | 0.02% | 368 |
|
2015
Q1 | – | Sell |
-3,984
| Closed | -$155K | – | 883 |
|
2014
Q4 | $155K | Buy |
+3,984
| New | +$155K | 0.01% | 389 |
|