RWA Wealth Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,579
| Closed | -$210K | – | 260 |
|
|
2021
Q3 | $210K | Sell |
3,579
-156
| -4% | -$9.15K | 0.02% | 234 |
|
|
2021
Q2 | $207K | Buy |
+3,735
| New | +$207K | 0.02% | 237 |
|
|
2020
Q3 | – | Sell |
-7,602
| Closed | -$285K | – | 233 |
|
|
2020
Q2 | $285K | Buy |
7,602
+672
| +10% | +$25.2K | 0.03% | 177 |
|
|
2020
Q1 | $214K | Sell |
6,930
-87,998
| -93% | -$2.72M | 0.03% | 189 |
|
|
2019
Q4 | $5.35M | Buy |
94,928
+9,783
| +11% | +$551K | 0.53% | 49 |
|
|
2019
Q3 | $4.54M | Sell |
85,145
-785
| -0.9% | -$41.9K | 0.48% | 52 |
|
|
2019
Q2 | $4.22M | Sell |
85,930
-486
| -0.6% | -$23.9K | 0.45% | 54 |
|
|
2019
Q1 | $4.02M | Buy |
86,416
+1,522
| +2% | +$70.8K | 0.46% | 54 |
|
|
2018
Q4 | $3.68M | Buy |
84,894
+4,984
| +6% | +$216K | 0.48% | 56 |
|
|
2018
Q3 | $3.88M | Buy |
79,910
+1,740
| +2% | +$84.5K | 0.43% | 50 |
|
|
2018
Q2 | $3.94M | Sell |
78,170
-75
| -0.1% | -$3.78K | 0.44% | 54 |
|
|
2018
Q1 | $4.07M | Sell |
78,245
-1,797
| -2% | -$93.5K | 0.52% | 43 |
|
|
2017
Q4 | $3.98M | Buy |
80,042
+438
| +0.6% | +$21.8K | 0.45% | 58 |
|
|
2017
Q3 | $3.74M | Buy |
79,604
+481
| +0.6% | +$22.6K | 0.42% | 67 |
|
|
2017
Q2 | $3.59M | Buy |
79,123
+4,037
| +5% | +$183K | 0.44% | 58 |
|
|
2017
Q1 | $3.36M | Buy |
+75,086
| New | +$3.36M | 0.44% | 62 |
|