Shepherd Kaplan Krochuk’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-21,637
Closed -$1.03M 177
2022
Q2
$1.03M Buy
21,637
+2,403
+12% +$114K 0.45% 45
2022
Q1
$1.09M Buy
+19,234
New +$1.09M 0.41% 45