Shorepoint Capital Partners’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 |
-65,948
| Closed | -$2.25M | – | 120 |
|
|
2023
Q1 | $2.25M | Buy |
65,948
+136
| +0.2% | +$4.64K | 0.64% | 57 |
|
|
2022
Q4 | $2.83M | Buy |
65,812
+3,672
| +6% | +$158K | 0.79% | 46 |
|
|
2022
Q3 | $2.71M | Buy |
62,140
+7,044
| +13% | +$307K | 1.29% | 34 |
|
|
2022
Q2 | $2.61M | Buy |
55,096
+6,658
| +14% | +$316K | 1.1% | 41 |
|
|
2022
Q1 | $2.75M | Buy |
48,438
+6,777
| +16% | +$384K | 1.15% | 41 |
|
|
2021
Q4 | $2.44M | Buy |
+41,661
| New | +$2.44M | 0.99% | 43 |
|