SA
Stewardship Advisors’s Truist Financial TFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,475
| Closed | -$221K | – | 43 |
|
2023
Q1 | $221K | Buy |
6,475
+1,566
| +32% | +$53.4K | 0.08% | 37 |
|
2022
Q4 | $211K | Hold |
4,909
| – | – | 0.09% | 49 |
|
2022
Q3 | $214K | Hold |
4,909
| – | – | 0.09% | 42 |
|
2022
Q2 | $233K | Hold |
4,909
| – | – | 0.1% | 45 |
|
2022
Q1 | $278K | Hold |
4,909
| – | – | 0.1% | 45 |
|
2021
Q4 | $287K | Sell |
4,909
-100
| -2% | -$5.85K | 0.1% | 46 |
|
2021
Q3 | $294K | Hold |
5,009
| – | – | 0.11% | 45 |
|
2021
Q2 | $278K | Hold |
5,009
| – | – | 0.1% | 50 |
|
2021
Q1 | $292K | Hold |
5,009
| – | – | 0.11% | 44 |
|
2020
Q4 | $240K | Sell |
5,009
-200
| -4% | -$9.58K | 0.1% | 42 |
|
2020
Q3 | $219K | Sell |
5,209
-800
| -13% | -$33.6K | 0.11% | 33 |
|
2020
Q2 | $226K | Buy |
+6,009
| New | +$226K | 0.13% | 32 |
|
2020
Q1 | – | Sell |
-6,009
| Closed | -$338K | – | 50 |
|
2019
Q4 | $338K | Buy |
+6,009
| New | +$338K | 0.21% | 37 |
|