SII Investments’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-6,536
| Closed | -$308K | – | 577 |
|
|
2017
Q3 | $308K | Sell |
6,536
-100
| -2% | -$4.71K | 0.02% | 460 |
|
|
2017
Q2 | $301K | Buy |
6,636
+58
| +0.9% | +$2.63K | 0.02% | 454 |
|
|
2017
Q1 | $294K | Sell |
6,578
-272
| -4% | -$12.2K | 0.02% | 468 |
|
|
2016
Q4 | $322K | Sell |
6,850
-80
| -1% | -$3.76K | 0.02% | 422 |
|
|
2016
Q3 | $262K | Buy |
6,930
+142
| +2% | +$5.37K | 0.02% | 466 |
|
|
2016
Q2 | $242K | Buy |
6,788
+111
| +2% | +$3.96K | 0.02% | 489 |
|
|
2016
Q1 | $221K | Buy |
6,677
+103
| +2% | +$3.41K | 0.02% | 506 |
|
|
2015
Q4 | $248K | Sell |
6,574
-1,624
| -20% | -$61.3K | 0.03% | 376 |
|
|
2015
Q3 | $284K | Buy |
8,198
+224
| +3% | +$7.76K | 0.03% | 417 |
|
|
2015
Q2 | $301K | Sell |
7,974
-426
| -5% | -$16.1K | 0.04% | 392 |
|
|
2015
Q1 | $311K | Buy |
+8,400
| New | +$311K | 0.04% | 391 |
|