Stanley-Laman Group’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-61,610
Closed -$1.87M 244
2023
Q2
$1.87M Buy
61,610
+660
+1% +$20K 0.31% 116
2023
Q1
$2.08M Sell
60,950
-452
-0.7% -$15.4K 0.37% 111
2022
Q4
$2.64M Sell
61,402
-4,658
-7% -$200K 0.5% 98
2022
Q3
$2.88M Buy
66,060
+1,733
+3% +$75.4K 0.55% 74
2022
Q2
$3.05M Buy
64,327
+2,062
+3% +$97.8K 0.54% 71
2022
Q1
$3.53M Buy
62,265
+5,146
+9% +$292K 0.49% 66
2021
Q4
$3.34M Buy
57,119
+6,420
+13% +$376K 0.39% 81
2021
Q3
$2.97M Buy
50,699
+4,018
+9% +$236K 0.39% 61
2021
Q2
$2.59M Buy
46,681
+6,901
+17% +$383K 0.37% 74
2021
Q1
$2.32M Buy
39,780
+3,472
+10% +$202K 0.38% 66
2020
Q4
$1.74M Sell
36,308
-4,010
-10% -$192K 0.31% 97
2020
Q3
$1.53M Buy
40,318
+3,564
+10% +$136K 0.34% 82
2020
Q2
$1.38M Hold
36,754
0.33% 81
2020
Q1
$1.13M Sell
36,754
-3,146
-8% -$97K 0.34% 78
2019
Q4
$2.25M Sell
39,900
-2,065
-5% -$116K 0.53% 52
2019
Q3
$2.24M Sell
41,965
-428
-1% -$22.8K 0.55% 51
2019
Q2
$2.08M Sell
42,393
-1,398
-3% -$68.7K 0.5% 54
2019
Q1
$2.04M Sell
43,791
-307
-0.7% -$14.3K 0.49% 58
2018
Q4
$1.91M Sell
44,098
-3,894
-8% -$169K 0.53% 56
2018
Q3
$2.33M Sell
47,992
-922
-2% -$44.8K 0.57% 49
2018
Q2
$2.47M Sell
48,914
-1,656
-3% -$83.5K 0.55% 46
2018
Q1
$2.63M Sell
50,570
-5,562
-10% -$289K 0.6% 46
2017
Q4
$2.79M Sell
56,132
-178
-0.3% -$8.85K 0.6% 47
2017
Q3
$2.64M Sell
56,310
-3,413
-6% -$160K 0.71% 47
2017
Q2
$2.71M Buy
+59,723
New +$2.71M 0.74% 48
2017
Q1
Sell
-4,480
Closed -$211K 281
2016
Q4
$211K Buy
+4,480
New +$211K 0.07% 251
2016
Q3
Sell
-15,577
Closed -$555K 276
2016
Q2
$555K Sell
15,577
-18,446
-54% -$657K 0.22% 156
2016
Q1
$1.13M Sell
34,023
-22,218
-40% -$739K 0.21% 106
2015
Q4
$2.13M Buy
56,241
+22,486
+67% +$850K 0.36% 89
2015
Q3
$1.2M Buy
+33,755
New +$1.2M 0.24% 103