Strategic Wealth Management Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $328K | Sell |
5,913
-371
| -6% | -$20.6K | 0.12% | 92 |
|
|
2021
Q1 | $366K | Hold |
6,284
| – | – | 0.14% | 87 |
|
|
2020
Q4 | $301K | Sell |
6,284
-173
| -3% | -$8.29K | 0.13% | 88 |
|
|
2020
Q3 | $246K | Buy |
6,457
+231
| +4% | +$8.8K | 0.12% | 96 |
|
|
2020
Q2 | $234K | Buy |
+6,226
| New | +$234K | 0.14% | 82 |
|
|
2020
Q1 | – | Sell |
-6,779
| Closed | -$382K | – | 103 |
|
|
2019
Q4 | $382K | Buy |
6,779
+2,037
| +43% | +$115K | 0.25% | 56 |
|
|
2019
Q3 | $253K | Sell |
4,742
-1,619
| -25% | -$86.4K | 0.18% | 66 |
|
|
2019
Q2 | $313K | Sell |
6,361
-2
| -0% | -$98 | 0.24% | 59 |
|
|
2019
Q1 | $296K | Buy |
6,363
+81
| +1% | +$3.77K | 0.24% | 59 |
|
|
2018
Q4 | $272K | Buy |
+6,282
| New | +$272K | 0.26% | 62 |
|