Sargent Bickham Lagudis’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $247K | Sell |
5,739
-2,792
| -33% | -$120K | 0.02% | 244 |
|
|
2022
Q3 | $372K | Buy |
8,531
+118
| +1% | +$5.15K | 0.03% | 193 |
|
|
2022
Q2 | $399K | Sell |
8,413
-729
| -8% | -$34.6K | 0.03% | 197 |
|
|
2022
Q1 | $518K | Sell |
9,142
-3,158
| -26% | -$179K | 0.04% | 180 |
|
|
2021
Q4 | $720K | Buy |
12,300
+457
| +4% | +$26.8K | 0.05% | 150 |
|
|
2021
Q3 | $695K | Buy |
11,843
+2,442
| +26% | +$143K | 0.06% | 147 |
|
|
2021
Q2 | $522K | Buy |
9,401
+2,635
| +39% | +$146K | 0.04% | 166 |
|
|
2021
Q1 | $395K | Buy |
6,766
+2,386
| +54% | +$139K | 0.03% | 177 |
|
|
2020
Q4 | $210K | Buy |
4,380
+1,056
| +32% | +$50.6K | 0.02% | 229 |
|
|
2020
Q3 | $126K | Buy |
3,324
+2,824
| +565% | +$107K | 0.01% | 265 |
|
|
2020
Q2 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 503 |
|
|
2020
Q1 | – | Sell |
-123
| Closed | -$7K | – | 917 |
|
|
2019
Q4 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 661 |
|
|
2018
Q1 | – | Sell |
-104
| Closed | -$5K | – | 807 |
|
|
2017
Q4 | $5K | Sell |
104
-425
| -80% | -$20.4K | ﹤0.01% | 691 |
|
|
2017
Q3 | $25K | Hold |
529
| – | – | ﹤0.01% | 466 |
|
|
2017
Q2 | $24K | Hold |
529
| – | – | ﹤0.01% | 457 |
|
|
2017
Q1 | $24K | Buy |
529
+104
| +24% | +$4.72K | ﹤0.01% | 464 |
|
|
2016
Q4 | $20K | Hold |
425
| – | – | ﹤0.01% | 463 |
|
|
2016
Q3 | $16 | Buy |
+425
| New | +$16 | ﹤0.01% | 503 |
|