Sun Life Financial’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 | – | Sell |
-789
| Closed | -$46K | – | 439 |
|
|
2021
Q1 | $46K | Sell |
789
-6
| -0.8% | -$350 | ﹤0.01% | 182 |
|
|
2020
Q4 | $38K | Hold |
795
| – | – | 0.01% | 189 |
|
|
2020
Q3 | $30K | Sell |
795
-13
| -2% | -$491 | ﹤0.01% | 207 |
|
|
2020
Q2 | $30K | Buy |
808
+13
| +2% | +$483 | 0.01% | 181 |
|
|
2020
Q1 | $25K | Buy |
795
+1
| +0.1% | +$31 | 0.01% | 177 |
|
|
2019
Q4 | $45K | Buy |
+794
| New | +$45K | 0.01% | 151 |
|
|
2017
Q2 | – | Sell |
-20
| Closed | -$437 | – | 585 |
|
|
2017
Q1 | $437 | Sell |
20
-1
| -5% | -$22 | ﹤0.01% | 186 |
|
|
2016
Q4 | $436 | Sell |
21
-3,835
| -99% | -$79.6K | ﹤0.01% | 134 |
|
|
2016
Q3 | $145K | Sell |
3,856
-5,636
| -59% | -$212K | 0.02% | 82 |
|
|
2016
Q2 | $338K | Sell |
9,492
-5,884
| -38% | -$210K | 0.04% | 96 |
|
|
2016
Q1 | $512 | Sell |
15,376
-5,587
| -27% | -$186 | ﹤0.01% | 132 |
|
|
2015
Q4 | $793K | Sell |
20,963
-6,791
| -24% | -$257K | 0.11% | 78 |
|
|
2015
Q3 | $988K | Sell |
27,754
-15,313
| -36% | -$545K | 0.21% | 66 |
|
|
2015
Q2 | $1.74M | Hold |
43,067
| – | – | 0.18% | 70 |
|
|
2015
Q1 | $1.68M | Sell |
43,067
-9,364
| -18% | -$365K | 0.17% | 70 |
|
|
2014
Q4 | $2.04M | Sell |
52,431
-7,354
| -12% | -$286K | 0.21% | 70 |
|
|
2014
Q3 | $2.23M | Sell |
59,785
-3,142
| -5% | -$117K | 0.23% | 70 |
|
|
2014
Q2 | $2.48M | Sell |
62,927
-7,077
| -10% | -$279K | 0.26% | 74 |
|
|
2014
Q1 | $2.81M | Sell |
70,004
-14,992
| -18% | -$602K | 0.28% | 75 |
|
|
2013
Q4 | $3.17M | Sell |
84,996
-28,394
| -25% | -$1.06M | 0.28% | 82 |
|
|
2013
Q3 | $3.83M | Sell |
113,390
-6,017
| -5% | -$203K | 0.34% | 76 |
|
|
2013
Q2 | $4.05M | Buy |
+119,407
| New | +$4.05M | 0.34% | 77 |
|