Rockbridge Investment Management’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 | – | Sell |
-34
| Closed | -$1.61K | – | 535 |
|
|
2022
Q2 | $1.61K | Hold |
34
| – | – | ﹤0.01% | 549 |
|
|
2022
Q1 | $1.88K | Hold |
34
| – | – | ﹤0.01% | 701 |
|
|
2021
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 734 |
|
|
2021
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 685 |
|
|
2021
Q2 | $2K | Sell |
34
-51
| -60% | -$3K | ﹤0.01% | 687 |
|
|
2021
Q1 | $5K | Sell |
85
-187
| -69% | -$11K | ﹤0.01% | 585 |
|
|
2020
Q4 | $13K | Buy |
272
+238
| +700% | +$11.4K | ﹤0.01% | 480 |
|
|
2020
Q3 | $1K | Sell |
34
-1
| -3% | -$29 | ﹤0.01% | 631 |
|
|
2020
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 607 |
|