Sustainable Insight Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,900
| Closed | -$1.54M | – | 120 |
|
|
2022
Q4 | $1.54M | Buy |
35,900
+16,600
| +86% | +$714K | 1.74% | 10 |
|
|
2022
Q3 | $840K | Sell |
19,300
-8,500
| -31% | -$370K | 0.98% | 29 |
|
|
2022
Q2 | $1.36M | Sell |
27,800
-31,800
| -53% | -$1.56M | 1.36% | 22 |
|
|
2022
Q1 | $3.38M | Sell |
59,600
-328
| -0.5% | -$18.6K | 2.4% | 14 |
|
|
2021
Q4 | $3.51M | Sell |
59,928
-1,225
| -2% | -$71.7K | 1.88% | 18 |
|
|
2021
Q3 | $3.59M | Buy |
+61,153
| New | +$3.59M | 2.3% | 15 |
|
|
2021
Q2 | – | Sell |
-41,300
| Closed | -$2.41M | – | 143 |
|
|
2021
Q1 | $2.41M | Sell |
41,300
-7,702
| -16% | -$449K | 1.6% | 19 |
|
|
2020
Q4 | $2.35M | Buy |
+49,002
| New | +$2.35M | 1.6% | 20 |
|
|
2020
Q1 | $1.94M | Buy |
62,802
+18,900
| +43% | +$583K | 2.7% | 16 |
|
|
2019
Q4 | $2.47M | Sell |
43,902
-17,600
| -29% | -$991K | 2.55% | 30 |
|
|
2019
Q3 | $3.28M | Sell |
61,502
-1,898
| -3% | -$101K | 3.76% | 18 |
|
|
2019
Q2 | $3.12M | Buy |
+63,400
| New | +$3.12M | 3.63% | 10 |
|