RFA
Reilly Financial Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $28K | Buy |
+478
| New | +$28K | ﹤0.01% | 507 |
|
|
2021
Q3 | – | Sell |
-997
| Closed | -$55K | – | 1047 |
|
|
2021
Q2 | $55K | Buy |
997
+456
| +84% | +$25.2K | ﹤0.01% | 364 |
|
|
2021
Q1 | $32K | Buy |
541
+106
| +24% | +$6.27K | ﹤0.01% | 441 |
|
|
2020
Q4 | $21K | Hold |
435
| – | – | ﹤0.01% | 487 |
|
|
2020
Q3 | $17K | Sell |
435
-82
| -16% | -$3.21K | ﹤0.01% | 473 |
|
|
2020
Q2 | $19K | Buy |
517
+82
| +19% | +$3.01K | ﹤0.01% | 464 |
|
|
2020
Q1 | $13K | Sell |
435
-47
| -10% | -$1.41K | ﹤0.01% | 507 |
|
|
2019
Q4 | $27K | Buy |
+482
| New | +$27K | ﹤0.01% | 441 |
|
|
2019
Q3 | – | Sell |
-197,408
| Closed | -$9.7M | – | 974 |
|
|
2019
Q2 | $9.7M | Buy |
197,408
+379
| +0.2% | +$18.6K | 1.22% | 43 |
|
|
2019
Q1 | $9.17M | Buy |
197,029
+1,276
| +0.7% | +$59.4K | 1.19% | 40 |
|
|
2018
Q4 | $8.48M | Buy |
195,753
+33
| +0% | +$1.43K | 1.24% | 39 |
|
|
2018
Q3 | $9.5M | Buy |
195,720
+4,113
| +2% | +$200K | 1.26% | 42 |
|
|
2018
Q2 | $9.67M | Buy |
191,607
+4,538
| +2% | +$229K | 1.37% | 36 |
|
|
2018
Q1 | $9.74M | Buy |
187,069
+9,851
| +6% | +$513K | 1.36% | 40 |
|
|
2017
Q4 | $8.81M | Buy |
177,218
+176,136
| +16,279% | +$8.76M | 1.25% | 47 |
|
|
2017
Q3 | $51K | Buy |
1,082
+184
| +20% | +$8.67K | 0.01% | 307 |
|
|
2017
Q2 | $41K | Hold |
898
| – | – | 0.01% | 342 |
|
|
2017
Q1 | $40K | Hold |
898
| – | – | 0.01% | 329 |
|
|
2016
Q4 | $42K | Buy |
898
+640
| +248% | +$29.9K | 0.01% | 303 |
|
|
2016
Q3 | $10K | Buy |
+258
| New | +$10K | ﹤0.01% | 534 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$11K | – | 852 |
|
|
2013
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 519 |
|
|
2013
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 474 |
|
|
2013
Q2 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 475 |
|