Samalin Investment Counsel’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,513
| Closed | -$277K | – | 287 |
|
|
2023
Q4 | $277K | Sell |
7,513
-137
| -2% | -$5.06K | 0.14% | 216 |
|
|
2023
Q3 | $219K | Sell |
7,650
-102
| -1% | -$2.92K | 0.13% | 228 |
|
|
2023
Q2 | $235K | Buy |
7,752
+996
| +15% | +$30.2K | 0.13% | 222 |
|
|
2023
Q1 | $230K | Buy |
6,756
+1,423
| +27% | +$48.5K | 0.14% | 202 |
|
|
2022
Q4 | $229K | Buy |
5,333
+259
| +5% | +$11.1K | 0.15% | 196 |
|
|
2022
Q3 | $221K | Buy |
5,074
+5
| +0.1% | +$218 | 0.16% | 185 |
|
|
2022
Q2 | $240K | Buy |
5,069
+5
| +0.1% | +$237 | 0.17% | 183 |
|
|
2022
Q1 | $287K | Buy |
5,064
+1,293
| +34% | +$73.3K | 0.17% | 174 |
|
|
2021
Q4 | $221K | Buy |
3,771
+195
| +5% | +$11.4K | 0.13% | 214 |
|
|
2021
Q3 | $210K | Buy |
+3,576
| New | +$210K | 0.14% | 217 |
|
|
2021
Q2 | – | Sell |
-3,441
| Closed | -$200K | – | 244 |
|
|
2021
Q1 | $200K | Buy |
+3,441
| New | +$200K | 0.13% | 220 |
|
|
2020
Q1 | – | Sell |
-2,566
| Closed | -$144K | – | 474 |
|
|
2019
Q4 | $144K | Buy |
+2,566
| New | +$144K | 0.12% | 185 |
|