Seneca House Advisors’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 | – | Sell |
-5,884
| Closed | -$256K | – | 86 |
|
|
2022
Q3 | $256K | Sell |
5,884
-1,390
| -19% | -$60.5K | 0.19% | 73 |
|
|
2022
Q2 | $345K | Buy |
7,274
+382
| +6% | +$18.1K | 0.23% | 69 |
|
|
2022
Q1 | $391K | Buy |
6,892
+13
| +0.2% | +$738 | 0.21% | 67 |
|
|
2021
Q4 | $403K | Buy |
6,879
+13
| +0.2% | +$762 | 0.21% | 67 |
|
|
2021
Q3 | $403K | Buy |
6,866
+13
| +0.2% | +$763 | 0.24% | 64 |
|
|
2021
Q2 | $380K | Buy |
6,853
+270
| +4% | +$15K | 0.25% | 58 |
|
|
2021
Q1 | $384K | Sell |
6,583
-591
| -8% | -$34.5K | 0.27% | 54 |
|
|
2020
Q4 | $344K | Sell |
7,174
-618
| -8% | -$29.6K | 0.25% | 58 |
|
|
2020
Q3 | $296K | Sell |
7,792
-344
| -4% | -$13.1K | 0.23% | 60 |
|
|
2020
Q2 | $305K | Buy |
8,136
+51
| +0.6% | +$1.91K | 0.26% | 58 |
|
|
2020
Q1 | $247K | Sell |
8,085
-1,750
| -18% | -$53.5K | 0.26% | 53 |
|
|
2019
Q4 | $553K | Sell |
9,835
-250
| -2% | -$14.1K | 0.48% | 52 |
|
|
2019
Q3 | $538K | Sell |
10,085
-150
| -1% | -$8K | 0.51% | 52 |
|
|
2019
Q2 | $509K | Sell |
10,235
-1,054
| -9% | -$52.4K | 0.47% | 54 |
|
|
2019
Q1 | $526K | Sell |
11,289
-2,316
| -17% | -$108K | 0.46% | 55 |
|
|
2018
Q4 | $590K | Buy |
13,605
+906
| +7% | +$39.3K | 0.56% | 49 |
|
|
2018
Q3 | $616K | Sell |
12,699
-373
| -3% | -$18.1K | 0.48% | 55 |
|
|
2018
Q2 | $660K | Buy |
13,072
+1,195
| +10% | +$60.3K | 0.54% | 50 |
|
|
2018
Q1 | $618K | Sell |
11,877
-381
| -3% | -$19.8K | 0.52% | 50 |
|
|
2017
Q4 | $609K | Buy |
+12,258
| New | +$609K | 0.52% | 51 |
|