Sullivan, Bruyette, Speros & Blaney’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $572K | Buy |
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|
2020
Q4 | $469K | Buy |
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|
2020
Q3 | $349K | Buy |
|
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|
2020
Q2 | $344K | Sell |
|
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|
2020
Q1 | $285K | Sell |
|
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|
2019
Q4 | $571K | Sell |
|
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|
2019
Q3 | $745K | Buy |
|
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|
2019
Q2 | $366K | Hold |
|
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|
2019
Q1 | $347K | Sell |
|
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|
2018
Q4 | $507K | Buy |
|
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|
2018
Q3 | $362K | Hold |
|
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|
2018
Q2 | $376K | Buy |
|
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|
2018
Q1 | $364K | Hold |
|
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|
2017
Q4 | $347K | Hold |
|
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|
2017
Q3 | $328K | Sell |
|
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|
2017
Q2 | $337K | Buy |
|
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|
2017
Q1 | $325K | Hold |
|
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|
2016
Q4 | $342K | Hold |
|
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|
2016
Q3 | $274K | Sell |
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|
2016
Q2 | $264K | Buy |
|