Spectrum Advisory Services’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $521K | Hold |
15,666
| – | – | 0.2% | 104 |
|
|
2015
Q4 | $592K | Hold |
15,666
| – | – | 0.24% | 100 |
|
|
2015
Q3 | $558K | Hold |
15,666
| – | – | 0.23% | 102 |
|
|
2015
Q2 | $631K | Sell |
15,666
-1,000
| -6% | -$40.3K | 0.24% | 103 |
|
|
2015
Q1 | $650K | Sell |
16,666
-400
| -2% | -$15.6K | 0.23% | 104 |
|
|
2014
Q4 | $664K | Hold |
17,066
| – | – | 0.23% | 105 |
|
|
2014
Q3 | $635K | Sell |
17,066
-350
| -2% | -$13K | 0.23% | 109 |
|
|
2014
Q2 | $687K | Sell |
17,416
-100
| -0.6% | -$3.95K | 0.24% | 107 |
|
|
2014
Q1 | $704K | Buy |
17,516
+10,100
| +136% | +$406K | 0.25% | 105 |
|
|
2013
Q4 | $277K | Hold |
7,416
| – | – | 0.1% | 141 |
|
|
2013
Q3 | $250K | Hold |
7,416
| – | – | 0.1% | 145 |
|
|
2013
Q2 | $251K | Buy |
+7,416
| New | +$251K | 0.1% | 143 |
|