Strategic Capital Advisers’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-46,167
| Closed | -$2.6M | – | 57 |
|
|
2019
Q4 | $2.6M | Sell |
46,167
-275
| -0.6% | -$15.5K | 2.44% | 15 |
|
|
2019
Q3 | $2.48M | Buy |
46,442
+41
| +0.1% | +$2.19K | 2.76% | 12 |
|
|
2019
Q2 | $2.28M | Sell |
46,401
-2,663
| -5% | -$131K | 2.4% | 16 |
|
|
2019
Q1 | $2.28M | Buy |
49,064
+283
| +0.6% | +$13.2K | 2.47% | 16 |
|
|
2018
Q4 | $2.11M | Sell |
48,781
-18,138
| -27% | -$786K | 2.27% | 19 |
|
|
2018
Q3 | $3.25M | Buy |
66,919
+4,732
| +8% | +$230K | 2.31% | 19 |
|
|
2018
Q2 | $3.18M | Buy |
62,187
+21,255
| +52% | +$1.09M | 2.32% | 18 |
|
|
2018
Q1 | $2.04M | Hold |
40,932
| – | – | 2.01% | 18 |
|
|
2017
Q4 | $2.04M | Buy |
+40,932
| New | +$2.04M | 2% | 18 |
|