Schubert & Co’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-275
| Closed | -$9.38K | – | 1361 |
|
|
2023
Q1 | $9.38K | Sell |
275
-15
| -5% | -$512 | 0.01% | 235 |
|
|
2022
Q4 | $12.5K | Sell |
290
-68
| -19% | -$2.93K | 0.01% | 184 |
|
|
2022
Q3 | $16K | Buy |
358
+22
| +7% | +$983 | 0.02% | 127 |
|
|
2022
Q2 | $16K | Buy |
336
+72
| +27% | +$3.43K | 0.01% | 128 |
|
|
2022
Q1 | $15K | Buy |
264
+230
| +676% | +$13.1K | 0.02% | 95 |
|
|
2021
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 452 |
|