Stonebridge Financial Planning Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-609
| Closed | -$38K | – | 340 |
|
|
2021
Q4 | $38K | Hold |
609
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $40K | Hold |
609
| – | – | 0.02% | 239 |
|
|
2021
Q2 | $34K | Hold |
609
| – | – | 0.02% | 249 |
|
|
2021
Q1 | $37K | Hold |
609
| – | – | 0.02% | 236 |
|
|
2020
Q4 | $29K | Sell |
609
-200
| -25% | -$9.52K | 0.02% | 241 |
|
|
2020
Q3 | $34K | Sell |
809
-212
| -21% | -$8.91K | 0.02% | 220 |
|
|
2020
Q2 | $37K | Sell |
1,021
-150
| -13% | -$5.44K | 0.03% | 203 |
|
|
2020
Q1 | $38K | Buy |
1,171
+150
| +15% | +$4.87K | 0.04% | 190 |
|
|
2019
Q4 | $58K | Buy |
+1,021
| New | +$58K | 0.05% | 165 |
|