Roman Butler Fullerton & Co’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,226
| Closed | -$441K | – | 263 |
|
|
2024
Q2 | $441K | Buy |
11,226
+416
| +4% | +$16.3K | 0.14% | 147 |
|
|
2024
Q1 | $411K | Buy |
10,810
+126
| +1% | +$4.8K | 0.15% | 144 |
|
|
2023
Q4 | $404K | Buy |
10,684
+632
| +6% | +$23.9K | 0.16% | 146 |
|
|
2023
Q3 | $286K | Sell |
10,052
-876
| -8% | -$24.9K | 0.13% | 155 |
|
|
2023
Q2 | $389K | Buy |
10,928
+4,266
| +64% | +$152K | 0.18% | 131 |
|
|
2023
Q1 | $203K | Buy |
+6,662
| New | +$203K | 0.1% | 186 |
|