Roosevelt Investment Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-39,904
| Closed | -$2.08M | – | 161 |
|
|
2018
Q1 | $2.08M | Sell |
39,904
-21,226
| -35% | -$1.1M | 0.2% | 89 |
|
|
2017
Q4 | $3.04M | Hold |
61,130
| – | – | 0.28% | 78 |
|
|
2017
Q3 | $2.87M | Buy |
61,130
+400
| +0.7% | +$18.8K | 0.26% | 88 |
|
|
2017
Q2 | $2.76M | Sell |
60,730
-690
| -1% | -$31.3K | 0.25% | 92 |
|
|
2017
Q1 | $2.75M | Buy |
+61,420
| New | +$2.75M | 0.25% | 95 |
|