RBA
Richard Bernstein Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-84,504
| Closed | -$4.01M | – | 239 |
|
|
2022
Q2 | $4.01M | Hold |
84,504
| – | – | 0.09% | 113 |
|
|
2022
Q1 | $4.79M | Hold |
84,504
| – | – | 0.09% | 101 |
|
|
2021
Q4 | $4.95M | Hold |
84,504
| – | – | 0.1% | 97 |
|
|
2021
Q3 | $4.96M | Buy |
84,504
+3,402
| +4% | +$199K | 0.1% | 102 |
|
|
2021
Q2 | $4.5M | Buy |
+81,102
| New | +$4.5M | 0.09% | 102 |
|
|
2019
Q1 | – | Sell |
-87,582
| Closed | -$3.79M | – | 359 |
|
|
2018
Q4 | $3.79M | Hold |
87,582
| – | – | 0.14% | 129 |
|
|
2018
Q3 | $4.25M | Hold |
87,582
| – | – | 0.12% | 173 |
|
|
2018
Q2 | $4.42M | Sell |
87,582
-8,044
| -8% | -$406K | 0.14% | 137 |
|
|
2018
Q1 | $4.98M | Buy |
95,626
+87,654
| +1,100% | +$4.56M | 0.18% | 109 |
|
|
2017
Q4 | $396K | Buy |
+7,972
| New | +$396K | 0.02% | 278 |
|