Signature Financial Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $346K | Buy |
7,981
+1,269
| +19% | +$55K | 0.08% | 84 |
|
|
2018
Q3 | $325K | Hold |
6,712
| – | – | 0.06% | 115 |
|
|
2018
Q2 | $337K | Sell |
6,712
-2,823
| -30% | -$142K | 0.07% | 113 |
|
|
2018
Q1 | $496K | Buy |
9,535
+1,796
| +23% | +$93.4K | 0.1% | 84 |
|
|
2017
Q4 | $385K | Sell |
7,739
-1,947
| -20% | -$96.9K | 0.1% | 87 |
|
|
2017
Q3 | $455K | Buy |
9,686
+1,947
| +25% | +$91.5K | 0.14% | 93 |
|
|
2017
Q2 | $350K | Sell |
7,739
-230
| -3% | -$10.4K | 0.11% | 99 |
|
|
2017
Q1 | $352K | Sell |
7,969
-602
| -7% | -$26.6K | 0.11% | 99 |
|
|
2016
Q4 | $403K | Sell |
8,571
-8
| -0.1% | -$376 | 0.15% | 84 |
|
|
2016
Q3 | $322K | Sell |
8,579
-676
| -7% | -$25.4K | 0.13% | 92 |
|
|
2016
Q2 | $330K | Buy |
9,255
+891
| +11% | +$31.8K | 0.15% | 80 |
|
|
2016
Q1 | $277K | Hold |
8,364
| – | – | 0.14% | 94 |
|
|
2015
Q4 | $316K | Sell |
8,364
-2,010
| -19% | -$75.9K | 0.15% | 74 |
|
|
2015
Q3 | $369K | Buy |
10,374
+2,850
| +38% | +$101K | 0.23% | 55 |
|
|
2015
Q2 | $304K | Sell |
7,524
-640
| -8% | -$25.9K | 0.2% | 67 |
|
|
2015
Q1 | $317K | Buy |
8,164
+640
| +9% | +$24.9K | 0.2% | 59 |
|
|
2014
Q4 | $292K | Sell |
7,524
-1,000
| -12% | -$38.8K | 0.2% | 64 |
|
|
2014
Q3 | $317K | Hold |
8,524
| – | – | 0.23% | 59 |
|
|
2014
Q2 | $335K | Hold |
8,524
| – | – | 0.25% | 53 |
|
|
2014
Q1 | $342K | Hold |
8,524
| – | – | 0.29% | 52 |
|
|
2013
Q4 | $318K | Hold |
8,524
| – | – | 0.25% | 55 |
|
|
2013
Q3 | $288K | Hold |
8,524
| – | – | 0.25% | 55 |
|
|
2013
Q2 | $288K | Buy |
+8,524
| New | +$288K | 0.2% | 51 |
|