Resurgent Financial Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,945
| Closed | -$232K | – | 199 |
|
|
2024
Q1 | $232K | Buy |
5,945
+2,067
| +53% | +$80.6K | 0.12% | 164 |
|
|
2023
Q4 | $143K | Sell |
3,878
-1,662
| -30% | -$61.4K | 0.09% | 203 |
|
|
2023
Q3 | $159K | Buy |
5,540
+611
| +12% | +$17.5K | 0.11% | 171 |
|
|
2023
Q2 | $150K | Sell |
4,929
-1,962
| -28% | -$59.5K | 0.1% | 178 |
|
|
2023
Q1 | $235K | Sell |
6,891
-5,039
| -42% | -$172K | 0.16% | 128 |
|
|
2022
Q4 | $513K | Buy |
11,930
+4,288
| +56% | +$185K | 0.27% | 85 |
|
|
2022
Q3 | $333K | Buy |
+7,642
| New | +$333K | 0.22% | 122 |
|
|
2022
Q2 | – | Sell |
-4,126
| Closed | -$234K | – | 218 |
|
|
2022
Q1 | $234K | Buy |
+4,126
| New | +$234K | 0.15% | 155 |
|