Stratos Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,120
| Closed | -$689K | – | 770 |
|
|
2024
Q3 | $689K | Sell |
16,120
-23
| -0.1% | -$984 | 0.03% | 424 |
|
|
2024
Q2 | $627K | Buy |
16,143
+218
| +1% | +$8.47K | 0.03% | 418 |
|
|
2024
Q1 | $621K | Buy |
15,925
+63
| +0.4% | +$2.46K | 0.04% | 418 |
|
|
2023
Q4 | $586K | Sell |
15,862
-410
| -3% | -$15.1K | 0.03% | 436 |
|
|
2023
Q3 | $466K | Sell |
16,272
-268
| -2% | -$7.67K | 0.03% | 438 |
|
|
2023
Q2 | $502K | Buy |
16,540
+202
| +1% | +$6.13K | 0.04% | 429 |
|
|
2023
Q1 | $557K | Sell |
16,338
-1,515
| -8% | -$51.7K | 0.04% | 398 |
|
|
2022
Q4 | $768K | Buy |
17,853
+384
| +2% | +$16.5K | 0.06% | 326 |
|
|
2022
Q3 | $761K | Sell |
17,469
-4,000
| -19% | -$174K | 0.08% | 285 |
|
|
2022
Q2 | $1.02M | Buy |
21,469
+200
| +0.9% | +$9.48K | 0.09% | 272 |
|
|
2022
Q1 | $1.21M | Sell |
21,269
-204
| -1% | -$11.6K | 0.1% | 244 |
|
|
2021
Q4 | $1.26M | Sell |
21,473
-1,472
| -6% | -$86.2K | 0.09% | 252 |
|
|
2021
Q3 | $1.35M | Sell |
22,945
-2,107
| -8% | -$124K | 0.12% | 213 |
|
|
2021
Q2 | $1.39M | Sell |
25,052
-4,200
| -14% | -$233K | 0.12% | 196 |
|
|
2021
Q1 | $1.71M | Sell |
29,252
-527
| -2% | -$30.7K | 0.18% | 156 |
|
|
2020
Q4 | $1.43M | Buy |
+29,779
| New | +$1.43M | 0.2% | 126 |
|
|
2020
Q3 | – | Sell |
-5,542
| Closed | -$208K | – | 318 |
|
|
2020
Q2 | $208K | Buy |
+5,542
| New | +$208K | 0.06% | 253 |
|