Resonant Capital Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-46,873
| Closed | -$1.6M | – | 272 |
|
|
2023
Q1 | $1.6M | Sell |
46,873
-1,556
| -3% | -$53.1K | 0.18% | 106 |
|
|
2022
Q4 | $2.08M | Buy |
48,429
+1,421
| +3% | +$61.1K | 0.26% | 90 |
|
|
2022
Q3 | $2.05M | Sell |
47,008
-475
| -1% | -$20.7K | 0.31% | 80 |
|
|
2022
Q2 | $2.25M | Buy |
47,483
+244
| +0.5% | +$11.6K | 0.35% | 74 |
|
|
2022
Q1 | $2.61M | Buy |
47,239
+1,340
| +3% | +$74.2K | 0.39% | 65 |
|
|
2021
Q4 | $2.69M | Buy |
45,899
+3,142
| +7% | +$184K | 0.4% | 59 |
|
|
2021
Q3 | $2.51M | Buy |
42,757
+4,567
| +12% | +$268K | 0.44% | 55 |
|
|
2021
Q2 | $2.12M | Buy |
38,190
+322
| +0.9% | +$17.9K | 0.41% | 53 |
|
|
2021
Q1 | $2.21M | Buy |
37,868
+3,310
| +10% | +$193K | 0.45% | 50 |
|
|
2020
Q4 | $1.66M | Buy |
34,558
+2,516
| +8% | +$121K | 0.39% | 56 |
|
|
2020
Q3 | $1.22M | Buy |
32,042
+7,011
| +28% | +$267K | 0.35% | 68 |
|
|
2020
Q2 | $940K | Sell |
25,031
-7,287
| -23% | -$274K | 0.27% | 77 |
|
|
2020
Q1 | $997K | Buy |
32,318
+7,470
| +30% | +$230K | 0.36% | 83 |
|
|
2019
Q4 | $1.4M | Buy |
+24,848
| New | +$1.4M | 0.44% | 70 |
|