Stifel Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $205K | Buy |
5,500
+3,300
| +150% | +$123K | 0.04% | 176 |
|
|
2014
Q2 | $87K | Hold |
2,200
| – | – | 0.02% | 228 |
|
|
2014
Q1 | $89K | Hold |
2,200
| – | – | 0.02% | 223 |
|
|
2013
Q4 | $83K | Sell |
2,200
-150
| -6% | -$5.66K | 0.02% | 226 |
|
|
2013
Q3 | $80K | Hold |
2,350
| – | – | 0.02% | 229 |
|
|
2013
Q2 | $80K | Buy |
+2,350
| New | +$80K | 0.02% | 224 |
|