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