Simplicity Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.1M | Buy |
29,802
+1,643
| +6% | +$60.7K | 0.03% | 418 |
|
|
2023
Q3 | $806K | Sell |
28,159
-4,607
| -14% | -$132K | 0.03% | 464 |
|
|
2023
Q2 | $994K | Buy |
32,766
+3,495
| +12% | +$106K | 0.03% | 467 |
|
|
2023
Q1 | $998K | Buy |
29,271
+3,674
| +14% | +$125K | 0.03% | 486 |
|
|
2022
Q4 | $1.1M | Sell |
25,597
-799
| -3% | -$34.4K | 0.15% | 170 |
|
|
2022
Q3 | $1.15M | Buy |
26,396
+3,018
| +13% | +$131K | 0.17% | 147 |
|
|
2022
Q2 | $1.11M | Buy |
23,378
+4,043
| +21% | +$192K | 0.14% | 169 |
|
|
2022
Q1 | $1.1M | Sell |
19,335
-5,349
| -22% | -$303K | 0.13% | 163 |
|
|
2021
Q4 | $1.45M | Buy |
24,684
+5,869
| +31% | +$344K | 0.16% | 166 |
|
|
2021
Q3 | $1.1M | Buy |
18,815
+9,851
| +110% | +$578K | 0.17% | 131 |
|
|
2021
Q2 | $498K | Buy |
8,964
+2,667
| +42% | +$148K | 0.1% | 224 |
|
|
2021
Q1 | $367K | Sell |
6,297
-37,686
| -86% | -$2.2M | 0.08% | 263 |
|
|
2020
Q4 | $2.11M | Sell |
43,983
-4,716
| -10% | -$226K | 0.03% | 377 |
|
|
2020
Q3 | $1.85M | Sell |
48,699
-11,038
| -18% | -$420K | 0.03% | 346 |
|
|
2020
Q2 | $2.24M | Buy |
59,737
+31,639
| +113% | +$1.19M | 0.04% | 293 |
|
|
2020
Q1 | $867K | Buy |
28,098
+10,549
| +60% | +$326K | 0.03% | 376 |
|
|
2019
Q4 | $988K | Buy |
17,549
+12,980
| +284% | +$731K | 0.03% | 386 |
|
|
2019
Q3 | $244K | Sell |
4,569
-3,882
| -46% | -$207K | 0.01% | 626 |
|
|
2019
Q2 | $415K | Sell |
8,451
-14,689
| -63% | -$721K | 0.02% | 409 |
|
|
2019
Q1 | $1.08M | Buy |
23,140
+5,003
| +28% | +$233K | 0.06% | 241 |
|
|
2018
Q4 | $785K | Buy |
18,137
+13,869
| +325% | +$600K | 0.1% | 219 |
|
|
2018
Q3 | $207K | Sell |
4,268
-3,743
| -47% | -$182K | 0.01% | 521 |
|
|
2018
Q2 | $404K | Buy |
+8,011
| New | +$404K | 0.03% | 287 |
|
|
2016
Q1 | – | Sell |
-12,933
| Closed | -$489K | – | 489 |
|
|
2015
Q4 | $489K | Buy |
+12,933
| New | +$489K | 0.06% | 452 |
|