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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