Stewardship Financial Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $325K | Sell |
5,579
-100
| -2% | -$5.83K | 0.11% | 48 |
|
|
2020
Q4 | $272K | Hold |
5,679
| – | – | 0.1% | 51 |
|
|
2020
Q3 | $216K | Hold |
5,679
| – | – | 0.09% | 52 |
|
|
2020
Q2 | $213K | Buy |
+5,679
| New | +$213K | 0.09% | 51 |
|
|
2020
Q1 | – | Sell |
-6,224
| Closed | -$351K | – | 83 |
|
|
2019
Q4 | $351K | Buy |
+6,224
| New | +$351K | 0.13% | 42 |
|
|
2016
Q3 | – | Sell |
-7,599
| Closed | -$271K | – | 45 |
|
|
2016
Q2 | $271K | Buy |
7,599
+60
| +0.8% | +$2.14K | 0.18% | 40 |
|
|
2016
Q1 | $251K | Hold |
7,539
| – | – | 0.2% | 41 |
|
|
2015
Q4 | $285K | Buy |
+7,539
| New | +$285K | 0.23% | 60 |
|